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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$6.16M
3 +$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1 +$11.6M
2 +$8.32M
3 +$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
126
Palantir
PLTR
$310B
$1.11M 0.1%
7,578
-1,377
ADP icon
127
Automatic Data Processing
ADP
$91.5B
$1.1M 0.1%
5,424
+4
VTWG icon
128
Vanguard Russell 2000 Growth ETF
VTWG
$1.43B
$1.1M 0.1%
4,808
-59
PM icon
129
Philip Morris
PM
$286B
$1.1M 0.09%
6,643
+207
SNPS icon
130
Synopsys
SNPS
$87.1B
$1.04M 0.09%
2,611
+514
WM icon
131
Waste Management
WM
$89.9B
$1.03M 0.09%
4,465
-112
IBDR icon
132
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$1M 0.09%
41,282
-1,614
TIP icon
133
iShares TIPS Bond ETF
TIP
$14.8B
$996K 0.09%
+9,023
EOSE icon
134
Eos Energy Enterprises
EOSE
$2.04B
$985K 0.09%
198,656
+19,068
PNQI icon
135
Invesco NASDAQ Internet ETF
PNQI
$505M
$985K 0.09%
22,011
-453
RACE icon
136
Ferrari
RACE
$63.2B
$974K 0.08%
+2,877
IWF icon
137
iShares Russell 1000 Growth ETF
IWF
$124B
$968K 0.08%
9,080
-12
BAC icon
138
Bank of America
BAC
$388B
$962K 0.08%
19,743
-542
T icon
139
AT&T
T
$161B
$957K 0.08%
32,997
-5,968
MCD icon
140
McDonald's
MCD
$201B
$956K 0.08%
3,077
-83
HUBB icon
141
Hubbell
HUBB
$24.8B
$955K 0.08%
1,947
-81
EMLP icon
142
First Trust North American Energy Infrastructure Fund
EMLP
$4.02B
$955K 0.08%
21,865
-456
NFLX icon
143
Netflix
NFLX
$338B
$944K 0.08%
9,823
+554
UNP icon
144
Union Pacific
UNP
$158B
$942K 0.08%
3,881
+21
GE icon
145
GE Aerospace
GE
$337B
$939K 0.08%
3,308
+164
VYM icon
146
Vanguard High Dividend Yield ETF
VYM
$78.2B
$928K 0.08%
6,266
IVOO icon
147
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.61B
$892K 0.08%
7,807
+4,523
IVV icon
148
iShares Core S&P 500 ETF
IVV
$822B
$833K 0.07%
1,275
-1
COP icon
149
ConocoPhillips
COP
$146B
$815K 0.07%
6,176
-173
GD icon
150
General Dynamics
GD
$96.6B
$807K 0.07%
2,352
-1,042