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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.29%
116,038
-2,382
77
$2.12M 0.27%
21,193
+744
78
$2.12M 0.27%
36,462
-36,549
79
$2.05M 0.26%
15,169
+2,094
80
$2.05M 0.26%
33,975
+1,756
81
$2.04M 0.26%
47,937
+9,655
82
$1.92M 0.25%
36,116
-2,080
83
$1.85M 0.24%
29,571
+564
84
$1.77M 0.23%
18,138
+389
85
$1.75M 0.22%
3,212
+303
86
$1.73M 0.22%
40,699
-1,795
87
$1.72M 0.22%
+9,373
88
$1.64M 0.21%
4,476
+34
89
$1.61M 0.21%
30,472
-14,388
90
$1.58M 0.2%
13,260
91
$1.53M 0.2%
6,207
-45
92
$1.35M 0.17%
2,347
-1,000
93
$1.33M 0.17%
7,782
-12
94
$1.28M 0.17%
6,367
+444
95
$1.27M 0.16%
10,242
+314
96
$1.24M 0.16%
16,545
97
$1.22M 0.16%
42,799
+3,577
98
$1.22M 0.16%
76,182
+1,731
99
$1.19M 0.15%
4,458
-4
100
$1.16M 0.15%
8,616
+119
2 3
4
5 6