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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.34M 0.18%
40,952
-1,182
102
$1.31M 0.17%
21,027
-2,066
103
$1.31M 0.17%
33,227
+2,404
104
$1.3M 0.17%
13,237
105
$1.24M 0.16%
6,159
-4,996
106
$1.22M 0.16%
4,073
-120
107
$1.18M 0.16%
5,363
+31
108
$1.16M 0.15%
90,438
-4,019
109
$1.16M 0.15%
61,228
-2,599
110
$1.16M 0.15%
5,900
-833
111
$1.12M 0.15%
7,477
-89
112
$1.1M 0.14%
30,039
-1,749
113
$1.06M 0.14%
6,101
-599
114
$1.06M 0.14%
4,514
-2,001
115
$1.06M 0.14%
2,380
-487
116
$1.05M 0.14%
7,076
-961
117
$1.05M 0.14%
115,454
+583
118
$1M 0.13%
10,896
+664
119
$1M 0.13%
4,035
120
$994K 0.13%
4,856
-175
121
$978K 0.13%
12,939
122
$975K 0.13%
11,415
-625
123
$968K 0.13%
43,928
+2,061
124
$952K 0.13%
+21,528
125
$952K 0.13%
11,901
+1,653
3 4
5
6 7