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
$729M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$3.58M
3
+$2.98M
4
JPM icon
JPMorgan Chase
JPM
+$1.95M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$6.4M
2
+$3.8M
3
+$3.35M
4
T icon
AT&T
T
+$2.27M
5
DIS icon
Walt Disney
DIS
+$1.84M

Sector Composition

1 Technology 27.25%
2 Healthcare 12.19%
3 Financials 9.4%
4 Consumer Discretionary 7.71%
5 Consumer Staples 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$990K 0.14%
30,823
+2,044
127
$990K 0.14%
12,939
128
$986K 0.14%
8,128
-20
129
$969K 0.13%
18,566
+133
130
$961K 0.13%
10,232
+769
131
$956K 0.13%
3,929
+1,316
132
$922K 0.13%
4,035
-34
133
$882K 0.12%
37,733
+2,270
134
$878K 0.12%
8,252
+357
135
$867K 0.12%
4,243
-18
136
$849K 0.12%
8,586
-261
137
$790K 0.11%
2,478
+22
138
$774K 0.11%
2,453
-27
139
$765K 0.1%
22,195
140
$758K 0.1%
10,248
-262
141
$755K 0.1%
2,120
-10
142
$737K 0.1%
1,784
-1
143
$733K 0.1%
10,911
-371
144
$723K 0.1%
57,976
+102
145
$720K 0.1%
8,233
-174
146
$714K 0.1%
3,361
+26
147
$713K 0.1%
2,791
-123
148
$709K 0.1%
9,143
-36
149
$697K 0.1%
25,467
+458
150
$696K 0.1%
6,684
-1,045
4 5
6
7 8