FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$3.39M
3
+$3.11M
4
NDAQ icon
Nasdaq
NDAQ
+$2.56M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.06M

Top Sells

1
+$7.9M
2
+$2.17M
3
+$1.1M
4
HLI icon
Houlihan Lokey
HLI
+$1.03M
5
BL icon
BlackLine
BL
+$869K

Sector Composition

1 Technology 29.61%
2 Healthcare 11.43%
3 Financials 11.32%
4 Consumer Discretionary 7.4%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,287
177
– –
-2,022
178
– –
-25,215
179
– –
-6,733
180
– –
-3,978
181
– –
-17,927
4 5 6 7
8