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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.19%
6,733
-407
102
$1.36M 0.19%
6,515
+1,155
103
$1.33M 0.18%
3,458
-61
104
$1.33M 0.18%
28,206
-4,425
105
$1.31M 0.18%
20,950
-14,430
106
$1.3M 0.18%
31,788
+1,257
107
$1.26M 0.17%
42,134
+2,762
108
$1.25M 0.17%
63,827
+2,494
109
$1.24M 0.17%
94,457
+7,990
110
$1.2M 0.16%
13,237
111
$1.19M 0.16%
14,359
+686
112
$1.19M 0.16%
5,332
-617
113
$1.17M 0.16%
2,867
-16
114
$1.17M 0.16%
4,193
-309
115
$1.16M 0.16%
10,757
+797
116
$1.1M 0.15%
114,871
+9,481
117
$1.09M 0.15%
7,566
-140
118
$1.09M 0.15%
6,700
-139
119
$1.07M 0.15%
8,037
-1,212
120
$1.06M 0.15%
12,040
-731
121
$1.04M 0.14%
65,882
+8,261
122
$1.04M 0.14%
3,018
+465
123
$1.02M 0.14%
9,736
124
$1.01M 0.14%
5,031
-200
125
$1M 0.14%
41,867
+5,937
3 4
5
6 7