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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$592K 0.06%
+3,418
177
$581K 0.06%
9,105
-717
178
$580K 0.06%
+4,676
179
$574K 0.06%
+1,355
180
$564K 0.06%
12,665
-231
181
$559K 0.06%
+2,433
182
$558K 0.06%
+5,391
183
$548K 0.06%
+1,358
184
$546K 0.06%
+2,071
185
$534K 0.06%
2,492
-113
186
$522K 0.05%
+495
187
$516K 0.05%
+5,186
188
$514K 0.05%
+3,664
189
$513K 0.05%
+2,926
190
$507K 0.05%
+3,041
191
$487K 0.05%
+6,439
192
$483K 0.05%
1,285
-1
193
$459K 0.05%
4,576
+12
194
$458K 0.05%
+3,830
195
$448K 0.05%
+4,904
196
$446K 0.05%
+4,001
197
$443K 0.05%
2,701
-52
198
$437K 0.05%
+6,210
199
$437K 0.05%
+7,308
200
$435K 0.05%
+611
6 7
8
9 10