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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.88M 0.2%
3,208
+13
102
$1.87M 0.19%
4,462
-54
103
$1.87M 0.19%
+13,915
104
$1.85M 0.19%
84,533
+1,404
105
$1.83M 0.19%
6,865
+324
106
$1.77M 0.18%
+2,297
107
$1.71M 0.18%
13,260
108
$1.7M 0.18%
18,678
-5,016
109
$1.67M 0.17%
85,136
+23,392
110
$1.64M 0.17%
6,292
-123
111
$1.52M 0.16%
14,133
-1,327
112
$1.5M 0.16%
+5,140
113
$1.48M 0.15%
27,639
-2,762
114
$1.45M 0.15%
5,017
+245
115
$1.36M 0.14%
30,824
-2,464
116
$1.33M 0.14%
+274,617
117
$1.33M 0.14%
7,461
+4
118
$1.25M 0.13%
+9,949
119
$1.24M 0.13%
16,539
-6
120
$1.21M 0.13%
10,809
-380
121
$1.16M 0.12%
+2,218
122
$1.14M 0.12%
+4,053
123
$1.12M 0.12%
+1,968
124
$1.09M 0.11%
+5,425
125
$1.09M 0.11%
14,053
+1
3 4
5
6 7