FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXX icon
201
iShares Semiconductor ETF
SOXX
$21B
$541K 0.05%
1,798
-4
AXGN icon
202
Axogen
AXGN
$1.65B
$540K 0.05%
16,507
+100
VSTS icon
203
Vestis
VSTS
$994M
$528K 0.04%
+79,227
IBTA icon
204
Ibotta
IBTA
$562M
$526K 0.04%
+23,134
LBTYA icon
205
Liberty Global Class A
LBTYA
$4.16B
$525K 0.04%
+47,148
USMV icon
206
iShares MSCI USA Min Vol Factor ETF
USMV
$22.9B
$512K 0.04%
5,441
AFL icon
207
Aflac
AFL
$56.6B
$509K 0.04%
4,618
-47
OMCL icon
208
Omnicell
OMCL
$1.59B
$508K 0.04%
11,212
-394
VCR icon
209
Vanguard Consumer Discretionary ETF
VCR
$5.77B
$507K 0.04%
1,286
AMRC icon
210
Ameresco
AMRC
$1.39B
$506K 0.04%
17,267
-42
HY icon
211
Hyster-Yale Materials Handling
HY
$578M
$504K 0.04%
16,976
+9,059
NUE icon
212
Nucor
NUE
$37.7B
$493K 0.04%
3,025
-83
PFE icon
213
Pfizer
PFE
$153B
$492K 0.04%
19,777
-1,688
MO icon
214
Altria Group
MO
$113B
$483K 0.04%
8,380
+475
INOD icon
215
Innodata
INOD
$1.39B
$483K 0.04%
9,475
+3,279
IUSV icon
216
iShares Core S&P US Value ETF
IUSV
$23.9B
$481K 0.04%
4,690
+416
HCC icon
217
Warrior Met Coal
HCC
$4.49B
$479K 0.04%
5,438
+432
SYK icon
218
Stryker
SYK
$129B
$471K 0.04%
1,341
-71
VICR icon
219
Vicor
VICR
$7.61B
$470K 0.04%
4,287
+4
MAR icon
220
Marriott International
MAR
$83.8B
$468K 0.04%
1,510
+12
ANDE icon
221
Andersons Inc
ANDE
$2.41B
$461K 0.04%
8,665
JKHY icon
222
Jack Henry & Associates
JKHY
$12B
$455K 0.04%
2,493
+92
SHOO icon
223
Steven Madden
SHOO
$2.38B
$452K 0.04%
10,858
-463
USRT icon
224
iShares Core US REIT ETF
USRT
$3.57B
$452K 0.04%
7,929
+769
CEG icon
225
Constellation Energy
CEG
$109B
$450K 0.04%
1,273
+119
7 8
9
10 11