FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$6.29M
2
+$3.46M
3
+$3.1M
4
AZN icon
AstraZeneca
AZN
+$2.92M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$2.05M

Top Sells

1
+$13.5M
2
+$7.84M
3
+$4.83M
4
AAPL icon
Apple
AAPL
+$4.52M
5
BLK icon
Blackrock
BLK
+$4.1M

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
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$543K 0.05%
11,250
+2,236
RSP icon
177
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$533K 0.05%
2,935
+6
MRK icon
178
Merck
MRK
$231B
$522K 0.05%
6,599
+507
SMH icon
179
VanEck Semiconductor ETF
SMH
$35.1B
$505K 0.05%
1,811
+24
SYK icon
180
Stryker
SYK
$139B
$504K 0.05%
1,274
+169
DHR icon
181
Danaher
DHR
$156B
$496K 0.05%
2,513
-7
LFUS icon
182
Littelfuse
LFUS
$6B
$494K 0.05%
2,180
+284
IBIT icon
183
iShares Bitcoin Trust
IBIT
$72.1B
$492K 0.05%
8,045
+426
AFL icon
184
Aflac
AFL
$59.9B
$492K 0.05%
4,661
-571
GD icon
185
General Dynamics
GD
$93B
$486K 0.05%
1,666
-233
VUG icon
186
Vanguard Growth ETF
VUG
$197B
$476K 0.05%
1,086
-42
DIS icon
187
Walt Disney
DIS
$190B
$474K 0.05%
3,821
-141
MO icon
188
Altria Group
MO
$97.7B
$473K 0.05%
8,066
+3
ROK icon
189
Rockwell Automation
ROK
$42.4B
$472K 0.05%
1,422
VCR icon
190
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$466K 0.05%
1,286
C icon
191
Citigroup
C
$179B
$464K 0.05%
5,446
-687
SNY icon
192
Sanofi
SNY
$127B
$462K 0.05%
9,572
+2,136
IUSV icon
193
iShares Core S&P US Value ETF
IUSV
$22.8B
$462K 0.05%
4,885
-96
PGR icon
194
Progressive
PGR
$132B
$462K 0.05%
1,732
+119
PAYC icon
195
Paycom
PAYC
$9.12B
$457K 0.05%
1,976
+89
O icon
196
Realty Income
O
$52.3B
$454K 0.04%
7,875
-19,401
IWF icon
197
iShares Russell 1000 Growth ETF
IWF
$123B
$440K 0.04%
1,037
+14
GWW icon
198
W.W. Grainger
GWW
$44B
$434K 0.04%
417
-78
BMY icon
199
Bristol-Myers Squibb
BMY
$95B
$432K 0.04%
9,331
-3,918
GLOB icon
200
Globant
GLOB
$2.69B
$431K 0.04%
4,742
+1,983
6 7
8
9 10