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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.32%
103,746
+9,829
77
$2.46M 0.29%
21,316
+123
78
$2.37M 0.28%
53,373
+5,436
79
$2.28M 0.27%
50,711
-19,260
80
$2.17M 0.26%
98,415
-17,623
81
$2.16M 0.26%
42,644
-2,646
82
$2.16M 0.26%
29,054
-517
83
$2.14M 0.25%
194,651
-34,333
84
$2.07M 0.25%
9,881
+508
85
$2.07M 0.25%
36,227
+111
86
$1.98M 0.24%
43,408
+2,709
87
$1.93M 0.23%
4,516
+40
88
$1.93M 0.23%
30,401
-71
89
$1.83M 0.22%
3,195
-17
90
$1.74M 0.21%
83,129
+39,513
91
$1.7M 0.2%
6,541
+334
92
$1.67M 0.2%
13,260
93
$1.49M 0.18%
6,415
+48
94
$1.38M 0.16%
15,460
+163
95
$1.38M 0.16%
2,348
+1
96
$1.35M 0.16%
14,117
+2,005
97
$1.35M 0.16%
4,772
+314
98
$1.34M 0.16%
7,457
-325
99
$1.3M 0.15%
16,545
100
$1.29M 0.15%
11,189
+391
2 3
4
5 6