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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.14%
10,355
-4,814
102
$1.16M 0.14%
33,288
-136
103
$1.11M 0.13%
14,052
+1,029
104
$1.1M 0.13%
6,752
-20
105
$1.04M 0.12%
7,075
+291
106
$1.04M 0.12%
41,022
+279
107
$1.03M 0.12%
6,536
-13
108
$1.02M 0.12%
4,922
+210
109
$991K 0.12%
61,744
+4,703
110
$959K 0.11%
2,771
-86
111
$906K 0.11%
48,184
+5,785
112
$906K 0.11%
4,511
-22
113
$870K 0.1%
37,120
114
$869K 0.1%
5,159
-5,083
115
$868K 0.1%
3,618
+268
116
$851K 0.1%
6,625
+390
117
$825K 0.1%
6,930
+110
118
$810K 0.1%
6,316
119
$782K 0.09%
46,665
+3,866
120
$735K 0.09%
3,842
+72
121
$722K 0.09%
16,565
-19,104
122
$680K 0.08%
1,478
+15
123
$679K 0.08%
10,903
+432
124
$678K 0.08%
41,524
-34,658
125
$671K 0.08%
12,738
+344
3 4
5
6 7