FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.65M 0.38%
63,888
+1,502
77
$3.65M 0.38%
66,190
+3,044
78
$3.62M 0.38%
34,379
+3,296
79
$3.45M 0.36%
28,322
+3,836
80
$3.3M 0.35%
34,304
-478
81
$3.24M 0.34%
31,103
+12,425
82
$3.19M 0.33%
4
83
$2.98M 0.31%
101,187
+6,681
84
$2.78M 0.29%
19,406
+1,058
85
$2.77M 0.29%
38,105
-7,582
86
$2.76M 0.29%
16,618
-28,172
87
$2.68M 0.28%
12,961
+72
88
$2.62M 0.27%
92,533
-2,272
89
$2.52M 0.26%
111,222
-2,913
90
$2.51M 0.26%
45,331
+2,432
91
$2.5M 0.26%
41,854
-1,774
92
$2.45M 0.26%
97,104
-2,486
93
$2.4M 0.25%
52,810
+2,409
94
$2.37M 0.25%
28,413
-447
95
$2.36M 0.25%
183,739
-8,003
96
$2.34M 0.25%
35,930
-618
97
$2.32M 0.24%
22,591
+1,770
98
$2.21M 0.23%
14,059
+144
99
$2.16M 0.23%
8,690
-1,280
100
$1.94M 0.2%
15,682
-5,700
2 3
4
5 6