FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.01B
This Quarter Return
+8.19%
1 Year Return
+20.99%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$729M
AUM Growth
+$729M
(+5.6%)
Cap. Flow
-$2.26M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
23.8%
Holding
342
New
14
Increased
106
Reduced
166
Closed
18
Top Buys
| 1 |
Medtronic
MDT
|
$3.63M |
| 2 |
Bristol-Myers Squibb
BMY
|
$3.58M |
| 3 |
Verizon
VZ
|
$2.98M |
| 4 |
JPMorgan Chase
JPM
|
$1.95M |
| 5 |
Microsoft
MSFT
|
$1.66M |
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$6.4M |
| 2 |
Blackrock
BLK
|
$3.8M |
| 3 |
Apple
AAPL
|
$3.35M |
| 4 |
AT&T
T
|
$2.27M |
| 5 |
Walt Disney
DIS
|
$1.84M |
Sector Composition
| 1 | Technology | 27.25% |
| 2 | Healthcare | 12.19% |
| 3 | Financials | 9.4% |
| 4 | Consumer Discretionary | 7.71% |
| 5 | Consumer Staples | 6.66% |
