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
176
$542K 0.08%
+4,451
177
$538K 0.08%
+3,457
178
$537K 0.08%
+4,782
179
$528K 0.08%
+1,593
180
$511K 0.07%
+7,556
181
$510K 0.07%
+5,469
182
$506K 0.07%
+7,157
183
$504K 0.07%
+22,460
184
$504K 0.07%
+6,327
185
$496K 0.07%
+4,716
186
$493K 0.07%
+32,340
187
$491K 0.07%
+6,018
188
$490K 0.07%
+7,259
189
$482K 0.07%
+1,670
190
$482K 0.07%
+2,345
191
$474K 0.07%
+9,795
192
$470K 0.07%
+3,542
193
$467K 0.07%
+43,978
194
$466K 0.07%
+1,890
195
$465K 0.07%
+38,341
196
$464K 0.07%
+43,826
197
$463K 0.07%
+1,965
198
$460K 0.07%
+1,196
199
$450K 0.07%
+4,485
200
$449K 0.07%
+4,586
6 7
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9 10