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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
RCL icon
176
Royal Caribbean
RCL
$73.3B
$573K 0.05%
2,082
-499
APH icon
177
Amphenol
APH
$183B
$548K 0.05%
4,334
+1,097
MO icon
178
Altria Group
MO
$121B
$542K 0.05%
8,206
-174
UL icon
179
Unilever
UL
$126B
$541K 0.05%
9,493
-2,075
GEV icon
180
GE Vernova
GEV
$242B
$531K 0.05%
608
-36
IBDX icon
181
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.67B
$531K 0.05%
21,011
+3,535
GLD icon
182
SPDR Gold Trust
GLD
$134B
$530K 0.05%
1,232
-571
ANET icon
183
Arista Networks
ANET
$194B
$523K 0.05%
4,257
-122
USRT icon
184
iShares Core US REIT ETF
USRT
$4.21B
$499K 0.04%
8,433
+504
AFL icon
185
Aflac
AFL
$60B
$498K 0.04%
4,541
-77
MAR icon
186
Marriott International
MAR
$102B
$498K 0.04%
1,522
+12
UNM icon
187
Unum
UNM
$14.6B
$493K 0.04%
6,753
+2,409
PFE icon
188
Pfizer
PFE
$149B
$486K 0.04%
17,309
-2,468
MRVL icon
189
Marvell Technology
MRVL
$232B
$475K 0.04%
4,798
D icon
190
Dominion Energy
D
$59B
$475K 0.04%
7,680
-2,021
ETN icon
191
Eaton
ETN
$149B
$475K 0.04%
1,327
+260
CORT icon
192
Corcept Therapeutics
CORT
$8.75B
$472K 0.04%
11,720
-74
AEP icon
193
American Electric Power
AEP
$70.4B
$467K 0.04%
3,565
-299
IUSV icon
194
iShares Core S&P US Value ETF
IUSV
$26B
$464K 0.04%
4,540
-150
SYK icon
195
Stryker
SYK
$116B
$463K 0.04%
1,410
+69
VCR icon
196
Vanguard Consumer Discretionary ETF
VCR
$6.02B
$462K 0.04%
1,286
DHR icon
197
Danaher
DHR
$127B
$457K 0.04%
2,412
-210
BKNG icon
198
Booking.com
BKNG
$124B
$451K 0.04%
2,675
-200
TER icon
199
Teradyne
TER
$56.9B
$443K 0.04%
1,495
-168
O icon
200
Realty Income
O
$58B
$442K 0.04%
7,220
-701
6 7
8
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