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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
151
Boeing
BA
$169B
$806K 0.07%
4,051
-419
ORCL icon
152
Oracle
ORCL
$518B
$779K 0.07%
5,293
+879
DE icon
153
Deere & Co
DE
$152B
$775K 0.07%
1,375
-328
COF icon
154
Capital One
COF
$109B
$763K 0.07%
4,185
-81
TSLA icon
155
Tesla
TSLA
$1.45T
$759K 0.07%
2,042
-49
IJH icon
156
iShares Core S&P Mid-Cap ETF
IJH
$119B
$729K 0.06%
10,796
+505
BSX icon
157
Boston Scientific
BSX
$70.1B
$721K 0.06%
11,497
+53
LIN icon
158
Linde
LIN
$237B
$715K 0.06%
1,443
-28
IWR icon
159
iShares Russell Mid-Cap ETF
IWR
$54.5B
$706K 0.06%
7,259
RSP icon
160
Invesco S&P 500 Equal Weight ETF
RSP
$88.9B
$704K 0.06%
3,670
+156
SMH icon
161
VanEck Semiconductor ETF
SMH
$67.4B
$698K 0.06%
1,821
+4
UNH icon
162
UnitedHealth
UNH
$370B
$660K 0.06%
2,440
-44
VCIT icon
163
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$654K 0.06%
7,903
IUSG icon
164
iShares Core S&P US Growth ETF
IUSG
$30.7B
$652K 0.06%
4,201
-27
EEM icon
165
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$643K 0.06%
11,329
+878
WFC icon
166
Wells Fargo
WFC
$249B
$629K 0.05%
7,895
-630
ADI icon
167
Analog Devices
ADI
$197B
$617K 0.05%
1,939
-126
MRK icon
168
Merck
MRK
$298B
$608K 0.05%
5,057
-116
C icon
169
Citigroup
C
$230B
$608K 0.05%
5,361
-157
IBM icon
170
IBM
IBM
$256B
$602K 0.05%
2,483
-352
EMR icon
171
Emerson Electric
EMR
$77.3B
$594K 0.05%
4,531
-43
SOXX icon
172
iShares Semiconductor ETF
SOXX
$37.9B
$591K 0.05%
1,799
+1
BSV icon
173
Vanguard Short-Term Bond ETF
BSV
$45.1B
$590K 0.05%
7,525
-8,944
MSI icon
174
Motorola Solutions
MSI
$68B
$588K 0.05%
1,354
+226
SO icon
175
Southern Company
SO
$107B
$588K 0.05%
6,087
-463
5 6
7
8 9