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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.15%
12,112
+66
102
$1.09M 0.14%
10,798
+161
103
$1.02M 0.13%
33,424
-1,136
104
$999K 0.13%
13,023
105
$998K 0.13%
35,669
+2,023
106
$988K 0.13%
6,772
-35
107
$983K 0.13%
31,334
+2,045
108
$973K 0.13%
6,820
-56
109
$949K 0.12%
6,549
+46
110
$938K 0.12%
41,178
+1,829
111
$925K 0.12%
57,041
-6,296
112
$909K 0.12%
6,784
+447
113
$909K 0.12%
43,616
+34,006
114
$901K 0.12%
3,350
-16
115
$900K 0.12%
4,712
+300
116
$893K 0.11%
4,533
-159
117
$889K 0.11%
6,235
+519
118
$879K 0.11%
15,297
+1,444
119
$869K 0.11%
17,927
+906
120
$839K 0.11%
2,857
+50
121
$838K 0.11%
37,120
122
$836K 0.11%
17,351
+1,926
123
$790K 0.1%
3,978
+120
124
$773K 0.1%
42,399
-79
125
$767K 0.1%
3,001
+120
3 4
5
6 7