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
151
$748K 0.08%
+7,543
152
$741K 0.08%
3,566
-52
153
$735K 0.08%
4,966
-193
154
$735K 0.08%
16,564
-732
155
$709K 0.07%
+4,255
156
$703K 0.07%
+3,970
157
$699K 0.07%
9,413
-4,704
158
$690K 0.07%
1,437
-41
159
$682K 0.07%
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160
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10,645
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161
$659K 0.07%
12,738
162
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+7,833
163
$644K 0.07%
5,585
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164
$642K 0.07%
7,259
165
$640K 0.07%
1,087
166
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167
$625K 0.06%
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168
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169
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170
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171
$603K 0.06%
7,006
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172
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173
$595K 0.06%
+2,799
174
$593K 0.06%
4,252
-462
175
$593K 0.06%
+1,282
5 6
7
8 9