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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAS icon
101
Dimensional US Small Cap ETF
DFAS
$14.5B
$2.28M 0.2%
32,021
+22,218
YUM icon
102
Yum! Brands
YUM
$41.8B
$2.21M 0.19%
14,215
+72
HYMB icon
103
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$2.19M 0.19%
88,465
+21,858
IBDT icon
104
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.89B
$2.01M 0.17%
79,515
+25,622
ATI icon
105
ATI
ATI
$26B
$1.93M 0.17%
13,259
-568
ET icon
106
Energy Transfer Partners
ET
$65.6B
$1.89M 0.16%
98,116
+516
ITW icon
107
Illinois Tool Works
ITW
$72.8B
$1.88M 0.16%
7,225
-89
CRWD icon
108
CrowdStrike
CRWD
$170B
$1.77M 0.15%
4,526
-460
IBDS icon
109
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
$1.76M 0.15%
72,465
+24,387
MPWR icon
110
Monolithic Power Systems
MPWR
$75.6B
$1.57M 0.14%
1,440
-27
MCK icon
111
McKesson
MCK
$95.4B
$1.56M 0.13%
1,799
+30
PSX icon
112
Phillips 66
PSX
$73.1B
$1.55M 0.13%
8,482
-1,360
VTI icon
113
Vanguard Total Stock Market ETF
VTI
$640B
$1.54M 0.13%
4,793
-54
IBDW icon
114
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.39B
$1.47M 0.13%
70,298
+32,437
BRK.A icon
115
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.44M 0.12%
2
VIOO icon
116
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.94B
$1.43M 0.12%
12,436
+1,035
FDX icon
117
FedEx
FDX
$77.6B
$1.42M 0.12%
3,995
-27
VTWV icon
118
Vanguard Russell 2000 Value ETF
VTWV
$1.2B
$1.41M 0.12%
8,449
-165
ITOT icon
119
iShares Core S&P Total US Stock Market ETF
ITOT
$90.8B
$1.4M 0.12%
9,819
MS icon
120
Morgan Stanley
MS
$330B
$1.39M 0.12%
8,451
-138
PREF icon
121
Principal Spectrum Preferred Securities Active ETF
PREF
$1.72B
$1.31M 0.11%
69,534
+2,246
RTX icon
122
RTX Corp
RTX
$242B
$1.31M 0.11%
6,768
+26
QUAL icon
123
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$1.25M 0.11%
6,510
-6
JPST icon
124
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.18M 0.1%
23,226
-1,990
TJX icon
125
TJX Companies
TJX
$187B
$1.15M 0.1%
7,190
+250
3 4
5
6 7