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
$843M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$3.62M
3
+$3.2M
4
NDAQ icon
Nasdaq
NDAQ
+$2.74M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.13M

Top Sells

1
+$8.24M
2
+$2.33M
3
+$1.15M
4
HLI icon
Houlihan Lokey
HLI
+$1.09M
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
– –
-1,222
177
– –
-2,287
178
– –
-2,022
179
– –
-25,215
180
– –
-6,733
181
– –
-3,978
4 5 6 7
8