FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.11%
+37,257
127
$1.04M 0.11%
2,601
-88
128
$1.04M 0.11%
274,617
129
$1.02M 0.11%
38,207
-1,096
130
$1.02M 0.11%
10,384
-425
131
$1M 0.1%
4,112
+59
132
$1M 0.1%
7,560
-217
133
$1M 0.1%
3,204
-180
134
$998K 0.1%
6,288
-30
135
$991K 0.1%
22,460
136
$988K 0.1%
9,450
+3,865
137
$972K 0.1%
6,344
+31
138
$962K 0.1%
4,073
-266
139
$941K 0.1%
50,311
+1,638
140
$916K 0.1%
6,788
+238
141
$909K 0.1%
7,215
+578
142
$907K 0.09%
1,564
-55
143
$864K 0.09%
20,716
-203
144
$836K 0.09%
4,484
-370
145
$817K 0.09%
6,335
+19
146
$808K 0.08%
13,249
-100,651
147
$799K 0.08%
31,514
-178
148
$781K 0.08%
6,411
-28
149
$757K 0.08%
16,028
-536
150
$756K 0.08%
7,202
-341
4 5
6
7 8