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
$761M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.24M
3
+$1.21M
4
CCI icon
Crown Castle
CCI
+$1.08M
5
NOW icon
ServiceNow
NOW
+$1.02M

Top Sells

1
+$4.41M
2
+$2.98M
3
+$2.38M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.54M

Sector Composition

1 Technology 28.99%
2 Healthcare 12.01%
3 Financials 9.35%
4 Consumer Discretionary 7.77%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$946K 0.12%
15,039
-3,527
127
$942K 0.12%
8,166
-86
128
$940K 0.12%
18,158
+9,585
129
$939K 0.12%
20,125
-8,081
130
$934K 0.12%
9,655
+1,069
131
$934K 0.12%
8,605
+477
132
$927K 0.12%
2,712
-79
133
$907K 0.12%
+105,446
134
$902K 0.12%
39,369
+1,636
135
$881K 0.12%
8,957
+724
136
$860K 0.11%
31,810
+6,343
137
$859K 0.11%
15,966
+5,055
138
$849K 0.11%
4,811
+1,332
139
$845K 0.11%
1,977
-143
140
$799K 0.11%
11,379
-16,350
141
$795K 0.1%
6,426
+1,975
142
$788K 0.1%
6,104
+1,093
143
$779K 0.1%
2,257
-196
144
$778K 0.1%
3,756
-487
145
$748K 0.1%
22,052
-143
146
$737K 0.1%
57,996
+20
147
$729K 0.1%
62,395
+11,666
148
$726K 0.1%
34,936
+2,200
149
$724K 0.1%
2,510
+32
150
$711K 0.09%
3,365
+4
4 5
6
7 8