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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.08M 0.11%
39,303
-1,719
127
$1.07M 0.11%
7,367
+292
128
$1.06M 0.11%
12,306
-82,435
129
$1.05M 0.11%
+22,460
130
$1.03M 0.11%
+1,150
131
$1.02M 0.11%
4,854
-68
132
$989K 0.1%
+4,339
133
$981K 0.1%
+3,384
134
$966K 0.1%
2,689
-82
135
$958K 0.1%
1,619
-3,019
136
$958K 0.1%
6,313
-223
137
$951K 0.1%
39,288
-2,236
138
$944K 0.1%
6,550
-202
139
$931K 0.1%
6,637
+12
140
$927K 0.1%
4,405
-106
141
$919K 0.1%
+20,919
142
$906K 0.09%
48,673
+489
143
$900K 0.09%
+7,777
144
$853K 0.09%
37,120
145
$842K 0.09%
15,771
-794
146
$841K 0.09%
+31,692
147
$806K 0.08%
6,316
148
$800K 0.08%
+14,536
149
$778K 0.08%
+6,439
150
$760K 0.08%
+6,318
4 5
6
7 8