FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUBB icon
151
Hubbell
HUBB
$24.9B
$901K 0.08%
2,028
+6
VYM icon
152
Vanguard High Dividend Yield ETF
VYM
$72.3B
$899K 0.08%
6,266
-66
UNP icon
153
Union Pacific
UNP
$145B
$893K 0.08%
3,860
+28
HDB icon
154
HDFC Bank
HDB
$146B
$879K 0.07%
24,058
+751
IVV icon
155
iShares Core S&P 500 ETF
IVV
$724B
$874K 0.07%
1,276
NFLX icon
156
Netflix
NFLX
$398B
$869K 0.07%
9,269
-961
ORCL icon
157
Oracle
ORCL
$457B
$860K 0.07%
4,414
-292
EMLP icon
158
First Trust North American Energy Infrastructure Fund
EMLP
$3.92B
$845K 0.07%
22,321
-4,015
IBM icon
159
IBM
IBM
$232B
$840K 0.07%
2,835
+264
UNH icon
160
UnitedHealth
UNH
$251B
$820K 0.07%
2,484
-771
IBDW icon
161
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.27B
$801K 0.07%
37,861
+21,864
WFC icon
162
Wells Fargo
WFC
$232B
$795K 0.07%
8,525
+831
DE icon
163
Deere & Co
DE
$158B
$793K 0.07%
1,703
+331
EXLS icon
164
EXL Service
EXLS
$4.65B
$793K 0.07%
18,682
+747
UL icon
165
Unilever
UL
$141B
$757K 0.06%
11,568
+3,170
LAC
166
Lithium Americas
LAC
$1.38B
$742K 0.06%
+170,273
PANW icon
167
Palo Alto Networks
PANW
$137B
$725K 0.06%
3,936
+1,905
RCL icon
168
Royal Caribbean
RCL
$72.1B
$720K 0.06%
2,581
-120
GLD icon
169
SPDR Gold Trust
GLD
$176B
$715K 0.06%
1,803
+273
IUSG icon
170
iShares Core S&P US Growth ETF
IUSG
$26.6B
$710K 0.06%
4,228
+251
IWR icon
171
iShares Russell Mid-Cap ETF
IWR
$46.9B
$699K 0.06%
7,259
BIV icon
172
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$696K 0.06%
8,942
-6,772
DFAS icon
173
Dimensional US Small Cap ETF
DFAS
$12.5B
$683K 0.06%
+9,803
IJH icon
174
iShares Core S&P Mid-Cap ETF
IJH
$105B
$679K 0.06%
10,291
RSP icon
175
Invesco S&P 500 Equal Weight ETF
RSP
$85.3B
$673K 0.06%
3,514
+717
5 6
7
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