FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.2%
87,076
+2,543
102
$1.92M 0.2%
2,321
+24
103
$1.89M 0.2%
3,478
+130
104
$1.83M 0.19%
3,266
+58
105
$1.67M 0.17%
21,326
+7,273
106
$1.61M 0.17%
6,115
-177
107
$1.58M 0.17%
27,276
-363
108
$1.58M 0.17%
13,359
-774
109
$1.57M 0.16%
84,614
-522
110
$1.54M 0.16%
5,042
-98
111
$1.51M 0.16%
4,561
+99
112
$1.44M 0.15%
18,829
+2,290
113
$1.42M 0.15%
28,144
-11,153
114
$1.42M 0.15%
12,406
115
$1.41M 0.15%
5,145
+128
116
$1.36M 0.14%
19,378
+9,965
117
$1.27M 0.13%
1,884
-84
118
$1.2M 0.13%
6,207
+1,802
119
$1.2M 0.13%
9,796
-3,464
120
$1.17M 0.12%
11,621
+8,672
121
$1.11M 0.12%
6,506
-955
122
$1.1M 0.12%
4,770
-655
123
$1.09M 0.11%
9,359
-590
124
$1.07M 0.11%
8,020
+653
125
$1.07M 0.11%
11,440
-60
3 4
5
6 7