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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.24M 0.34%
+7,147
77
$3.24M 0.34%
67,635
+14,262
78
$3.2M 0.33%
+18,021
79
$3.12M 0.32%
36,548
-240
80
$3.07M 0.32%
+4,870
81
$3.05M 0.32%
+11,045
82
$3.05M 0.32%
94,506
+1,951
83
$2.72M 0.28%
+4
84
$2.64M 0.27%
24,486
+3,170
85
$2.59M 0.27%
114,135
-5,302
86
$2.55M 0.26%
99,590
-4,156
87
$2.53M 0.26%
+9,970
88
$2.51M 0.26%
20,821
-302
89
$2.48M 0.26%
+12,889
90
$2.44M 0.25%
191,742
-2,909
91
$2.44M 0.25%
21,382
-27,365
92
$2.36M 0.25%
43,628
+220
93
$2.35M 0.24%
22,269
-11,176
94
$2.3M 0.24%
14,903
+4,548
95
$2.24M 0.23%
42,899
+6,672
96
$2.19M 0.23%
28,860
-194
97
$2.16M 0.22%
94,805
-3,610
98
$2.08M 0.22%
3,348
+1,000
99
$2.02M 0.21%
50,401
-310
100
$1.98M 0.21%
39,297
-3,347
2 3
4
5 6