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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$4.4M
3
+$3.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.71M
5
META icon
Meta Platforms (Facebook)
META
+$2.11M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
QCOM icon
Qualcomm
QCOM
+$5.05M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$755K 0.1%
40,743
+1,091
127
$749K 0.1%
6,316
-23
128
$719K 0.09%
6,598
+592
129
$699K 0.09%
19,665
+1,517
130
$691K 0.09%
6,335
-80
131
$659K 0.08%
1,204
+23
132
$635K 0.08%
3,770
+146
133
$635K 0.08%
12,394
+339
134
$629K 0.08%
9,771
+763
135
$613K 0.08%
10,471
-63
136
$601K 0.08%
4,714
-257
137
$597K 0.08%
1,463
+54
138
$589K 0.08%
7,259
139
$557K 0.07%
2,780
+2
140
$516K 0.07%
12,593
-20
141
$483K 0.06%
1,912
+112
142
$461K 0.06%
2,287
+160
143
$456K 0.06%
5,176
144
$455K 0.06%
2,552
+201
145
$455K 0.06%
1,844
-7
146
$436K 0.06%
7,927
+452
147
$428K 0.06%
25,215
+1,840
148
$420K 0.05%
7,833
+48
149
$402K 0.05%
1,286
150
$391K 0.05%
3,663
4 5
6
7 8