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
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$3.41M
3 +$2.93M
4
NVDA icon
NVIDIA
NVDA
+$2.47M
5
PLD icon
Prologis
PLD
+$2.05M

Top Sells

1 +$12.7M
2 +$7.84M
3 +$5.92M
4
AAPL icon
Apple
AAPL
+$4.45M
5
BLK icon
Blackrock
BLK
+$3.69M

Sector Composition

1 Technology 29.51%
2 Financials 13.73%
3 Healthcare 9.26%
4 Industrials 6.26%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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11,250
+2,236
177
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2,935
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$522K 0.05%
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4,742
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