FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.01B
This Quarter Return
+10.48%
1 Year Return
+20.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$690M
AUM Growth
–
Cap. Flow
+$690M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.16%
Holding
328
New
328
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$27.8M |
| 2 |
Microsoft
MSFT
|
$25.3M |
| 3 |
Lockheed Martin
LMT
|
$17.2M |
| 4 |
NextEra Energy, Inc.
NEE
|
$15.9M |
| 5 |
Blackrock
BLK
|
$15.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 23.86% |
| 2 | Healthcare | 11.52% |
| 3 | Financials | 10.7% |
| 4 | Consumer Discretionary | 7.74% |
| 5 | Industrials | 7.11% |
