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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$706K 0.1%
+6,979
152
$705K 0.1%
+4,069
153
$687K 0.1%
+25,009
154
$687K 0.1%
+57,874
155
$686K 0.1%
+6,339
156
$679K 0.1%
+2,888
157
$671K 0.1%
+10,510
158
$669K 0.1%
+9,002
159
$644K 0.09%
+7,096
160
$638K 0.09%
+8,345
161
$635K 0.09%
+3,335
162
$634K 0.09%
+8,808
163
$633K 0.09%
+18,433
164
$628K 0.09%
+9,179
165
$623K 0.09%
+34,460
166
$614K 0.09%
+9,207
167
$613K 0.09%
+2,613
168
$611K 0.09%
+4,340
169
$611K 0.09%
+6,364
170
$607K 0.09%
+2,448
171
$603K 0.09%
+3,817
172
$590K 0.09%
+4,314
173
$575K 0.08%
+16,477
174
$574K 0.08%
+796
175
$574K 0.08%
+1,430
5 6
7
8 9