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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$3.46M
3
+$3.1M
4
AZN icon
AstraZeneca
AZN
+$2.92M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.05M

Top Sells

1
+$13.5M
2
+$7.84M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$4.52M
5
BLK icon
Blackrock
BLK
+$4.1M

Sector Composition

1 Technology 29.51%
2 Financials 13.73%
3 Healthcare 9.26%
4 Industrials 6.26%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$21B
$543K 0.05%
11,250
+2,236
RSP icon
177
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$533K 0.05%
2,935
+6
MRK icon
178
Merck
MRK
$219B
$522K 0.05%
6,599
+507
SMH icon
179
VanEck Semiconductor ETF
SMH
$35.7B
$505K 0.05%
1,811
+24
SYK icon
180
Stryker
SYK
$146B
$504K 0.05%
1,274
+169
DHR icon
181
Danaher
DHR
$158B
$496K 0.05%
2,513
-7
LFUS icon
182
Littelfuse
LFUS
$6.67B
$494K 0.05%
2,180
+284
IBIT icon
183
iShares Bitcoin Trust
IBIT
$84.7B
$492K 0.05%
8,045
+426
AFL icon
184
Aflac
AFL
$57.3B
$492K 0.05%
4,661
-571
GD icon
185
General Dynamics
GD
$94.8B
$486K 0.05%
1,666
-233
VUG icon
186
Vanguard Growth ETF
VUG
$199B
$476K 0.05%
1,086
-42
DIS icon
187
Walt Disney
DIS
$201B
$474K 0.05%
3,821
-141
MO icon
188
Altria Group
MO
$109B
$473K 0.05%
8,066
+3
ROK icon
189
Rockwell Automation
ROK
$40.1B
$472K 0.05%
1,422
VCR icon
190
Vanguard Consumer Discretionary ETF
VCR
$6.46B
$466K 0.05%
1,286
C icon
191
Citigroup
C
$177B
$464K 0.05%
5,446
-687
SNY icon
192
Sanofi
SNY
$126B
$462K 0.05%
9,572
+2,136
IUSV icon
193
iShares Core S&P US Value ETF
IUSV
$22.9B
$462K 0.05%
4,885
-96
PGR icon
194
Progressive
PGR
$128B
$462K 0.05%
1,732
+119
PAYC icon
195
Paycom
PAYC
$11.2B
$457K 0.05%
1,976
+89
O icon
196
Realty Income
O
$54.8B
$454K 0.04%
7,875
-19,401
IWF icon
197
iShares Russell 1000 Growth ETF
IWF
$125B
$440K 0.04%
1,037
+14
GWW icon
198
W.W. Grainger
GWW
$46.3B
$434K 0.04%
417
-78
BMY icon
199
Bristol-Myers Squibb
BMY
$89.2B
$432K 0.04%
9,331
-3,918
GLOB icon
200
Globant
GLOB
$2.63B
$431K 0.04%
4,742
+1,983
6 7
8
9 10