FFP

FourThought Financial Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.59M 0.34%
5
77
$2.57M 0.34%
14,587
-5,922
78
$2.56M 0.34%
14,854
+3,902
79
$2.52M 0.33%
42,157
-15,944
80
$2.49M 0.33%
7,305
-114
81
$2.4M 0.32%
19,563
+320
82
$2.35M 0.31%
17,415
-380
83
$2.28M 0.3%
15,319
+4,562
84
$2.28M 0.3%
20,013
+335
85
$2.2M 0.29%
83,632
+7,160
86
$2.05M 0.27%
288,126
-2,173
87
$2.04M 0.27%
33,735
+5,935
88
$1.96M 0.26%
14,178
-1
89
$1.89M 0.25%
38,439
+4,814
90
$1.85M 0.24%
37,903
-26
91
$1.8M 0.24%
113,145
+23,485
92
$1.8M 0.24%
15,761
-3,045
93
$1.74M 0.23%
7,906
+11
94
$1.73M 0.23%
19,268
+221
95
$1.57M 0.21%
28,313
+400
96
$1.52M 0.2%
3,445
-13
97
$1.47M 0.19%
13,443
98
$1.45M 0.19%
4,386
+457
99
$1.35M 0.18%
2,879
-139
100
$1.34M 0.18%
15,220
+861
2 3
4
5 6