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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.34%
88,260
+4,628
77
$2.37M 0.33%
5,130
-467
78
$2.33M 0.33%
20,732
+1,169
79
$2.15M 0.3%
42,987
+830
80
$2.13M 0.3%
4
-1
81
$2.09M 0.29%
51,505
+46,160
82
$2.03M 0.28%
284,539
-3,587
83
$2M 0.28%
13,100
-1,487
84
$1.96M 0.27%
29,439
-11,974
85
$1.93M 0.27%
18,778
+16,029
86
$1.81M 0.25%
38,439
87
$1.79M 0.25%
119,273
+6,128
88
$1.78M 0.25%
20,131
+863
89
$1.77M 0.25%
14,178
90
$1.77M 0.25%
33,604
-131
91
$1.63M 0.23%
15,881
+120
92
$1.62M 0.23%
5,385
-13,002
93
$1.59M 0.22%
80,355
+36,427
94
$1.55M 0.22%
2,889
+10
95
$1.45M 0.2%
13,043
-400
96
$1.43M 0.2%
3,446
+1
97
$1.41M 0.2%
41,748
+796
98
$1.38M 0.19%
4,398
+12
99
$1.25M 0.17%
13,237
100
$1.24M 0.17%
5,148
-215
2 3
4
5 6