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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$898K 0.13%
5,892
-209
127
$891K 0.12%
5,838
-266
128
$886K 0.12%
21,528
129
$872K 0.12%
9,616
-39
130
$863K 0.12%
10,570
-845
131
$852K 0.12%
1,960
-17
132
$832K 0.12%
59,295
+1,299
133
$829K 0.12%
6,919
+282
134
$826K 0.12%
3,598
-158
135
$820K 0.11%
6,320
-756
136
$818K 0.11%
37,120
-2,249
137
$809K 0.11%
8,161
-444
138
$785K 0.11%
4,811
139
$772K 0.11%
5,235
+2,278
140
$767K 0.11%
6,427
+1
141
$762K 0.11%
57,917
-4,478
142
$751K 0.1%
2,569
-143
143
$751K 0.1%
2,315
+58
144
$743K 0.1%
30,470
-1,340
145
$734K 0.1%
33,904
-1,032
146
$731K 0.1%
15,766
-4,359
147
$722K 0.1%
4,663
-78
148
$702K 0.1%
4,400
+1,890
149
$700K 0.1%
41,533
+1,310
150
$696K 0.1%
10,755
-624
4 5
6
7 8