We are live on ! Find out more
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
$777M
AUM Growth
-$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.23M
3
+$3.12M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.69M
5
CVX icon
Chevron
CVX
+$2.12M

Top Sells

1
+$18.9M
2
+$13.5M
3
+$7.25M
4
ADSK icon
Autodesk
ADSK
+$5.37M
5
CAT icon
Caterpillar
CAT
+$4.85M

Sector Composition

1 Technology 32.96%
2 Healthcare 11.19%
3 Financials 10.29%
4 Consumer Discretionary 6.96%
5 Communication Services 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$205K 0.03%
+1,053
177
$31.4K ﹤0.01%
15,555
178
– –
-1,471
179
– –
-6,508
180
– –
-1,737
181
– –
-11,345
182
– –
-719
183
– –
-2,214
184
– –
-4,622
185
– –
-4,597
186
– –
-1,693
187
– –
-1,299
188
– –
-565
189
– –
-1,552
190
– –
-5,582
191
– –
-60,752
192
– –
-1,272
193
– –
-626
194
– –
-13,181
195
– –
-30,810
196
– –
-13,931
197
– –
-6,980
198
– –
-32,886
199
– –
-9,486
200
– –
-46,000
6 7
8
9 10