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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$660K 0.08%
17,296
-14,038
127
$640K 0.08%
7,259
128
$627K 0.07%
1,087
-117
129
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4,714
130
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131
$614K 0.07%
9,822
+51
132
$613K 0.07%
25,333
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133
$599K 0.07%
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-5,846
134
$554K 0.07%
12,896
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135
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136
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2,605
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137
$496K 0.06%
1,871
-1,130
138
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5,176
139
$493K 0.06%
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140
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141
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142
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144
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145
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146
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147
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148
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2,063
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149
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8,719
+118
150
$385K 0.05%
1,025
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6
7 8