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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.17%
6,174
+15
102
$1.16M 0.16%
90,352
-86
103
$1.13M 0.16%
8,603
-13,728
104
$1.11M 0.15%
31,136
+9,084
105
$1.1M 0.15%
32,260
-967
106
$1.09M 0.15%
32,778
+2,739
107
$1.09M 0.15%
11,463
+567
108
$1.07M 0.15%
4,044
+9
109
$1.07M 0.15%
116,062
+608
110
$1.04M 0.15%
60,780
-448
111
$1.04M 0.14%
3,934
-139
112
$1.03M 0.14%
17,963
-195
113
$1.02M 0.14%
2,388
+8
114
$1.01M 0.14%
13,565
-1,474
115
$986K 0.14%
4,641
-3,265
116
$979K 0.14%
4,806
-50
117
$974K 0.14%
17,027
-4,000
118
$973K 0.14%
12,939
119
$970K 0.14%
10,728
-1,173
120
$956K 0.13%
4,508
-6
121
$947K 0.13%
17,072
+1,106
122
$925K 0.13%
114,846
+9,400
123
$920K 0.13%
5,720
-180
124
$915K 0.13%
8,541
-416
125
$909K 0.13%
16,973
-11,340
3 4
5
6 7