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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$973K 0.14%
+4,261
127
$972K 0.14%
+57,621
128
$934K 0.14%
+28,205
129
$934K 0.14%
+2,553
130
$900K 0.13%
+80,794
131
$896K 0.13%
+28,779
132
$894K 0.13%
+8,847
133
$876K 0.13%
+7,895
134
$806K 0.12%
+35,463
135
$799K 0.12%
+2,130
136
$794K 0.12%
+6,731
137
$786K 0.11%
+9,463
138
$773K 0.11%
+2,914
139
$767K 0.11%
+7,729
140
$766K 0.11%
+1,785
141
$759K 0.11%
+11,282
142
$746K 0.11%
+35,930
143
$744K 0.11%
+2,480
144
$743K 0.11%
+8,148
145
$739K 0.11%
+7,321
146
$737K 0.11%
+4,860
147
$733K 0.11%
+8,407
148
$729K 0.11%
+22,195
149
$723K 0.1%
+2,456
150
$718K 0.1%
+90,008
4 5
6
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