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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.2%
+21,175
102
$1.36M 0.2%
+13,673
103
$1.34M 0.19%
+6,261
104
$1.34M 0.19%
+19,004
105
$1.33M 0.19%
+24,328
106
$1.3M 0.19%
+39,372
107
$1.26M 0.18%
+7,140
108
$1.25M 0.18%
+61,333
109
$1.19M 0.17%
+4,502
110
$1.16M 0.17%
+9,249
111
$1.14M 0.16%
+5,360
112
$1.13M 0.16%
+86,467
113
$1.12M 0.16%
+3,519
114
$1.12M 0.16%
+13,237
115
$1.1M 0.16%
+2,883
116
$1.09M 0.16%
+7,706
117
$1.09M 0.16%
+12,771
118
$1.08M 0.16%
+5,231
119
$1.07M 0.16%
+6,839
120
$1.05M 0.15%
+105,390
121
$1.05M 0.15%
+14,587
122
$1.04M 0.15%
+86,694
123
$1.02M 0.15%
+9,736
124
$1M 0.15%
+9,960
125
$974K 0.14%
+12,939
3 4
5
6 7