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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRCL
201
Circle Internet Group
CRCL
$20.4B
$440K 0.04%
+4,615
SNDK
202
Sandisk
SNDK
$263B
$440K 0.04%
693
-1,085
VUG icon
203
Vanguard Growth ETF
VUG
$217B
$438K 0.04%
6,018
-804
SNCY
204
DELISTED
Sun Country Airlines
SNCY
$438K 0.04%
26,519
+5,942
BMY icon
205
Bristol-Myers Squibb
BMY
$116B
$437K 0.04%
7,199
-312
VO icon
206
Vanguard Mid-Cap ETF
VO
$102B
$430K 0.04%
5,984
+4
PANW icon
207
Palo Alto Networks
PANW
$222B
$421K 0.04%
2,629
-1,307
GRAL
208
GRAIL Inc
GRAL
$2.57B
$414K 0.04%
8,005
+1,000
VIG icon
209
Vanguard Dividend Appreciation ETF
VIG
$108B
$408K 0.04%
1,896
EFA icon
210
iShares MSCI EAFE ETF
EFA
$75.7B
$408K 0.04%
4,197
CWEN.A
211
DELISTED
Clearway Energy Class A
CWEN.A
$402K 0.03%
10,260
-408
CEG icon
212
Constellation Energy
CEG
$87.4B
$396K 0.03%
1,419
+146
ETOR
213
eToro Group
ETOR
$3.03B
$395K 0.03%
+13,147
OKE icon
214
Oneok
OKE
$57.9B
$389K 0.03%
4,306
+138
BELFB
215
Bel Fuse Inc Class B
BELFB
$4.04B
$389K 0.03%
1,965
+24
RS icon
216
Reliance Steel & Aluminium
RS
$20.7B
$388K 0.03%
1,277
+6
AXGN icon
217
Axogen
AXGN
$2.23B
$387K 0.03%
11,677
-4,830
PEG icon
218
Public Service Enterprise Group
PEG
$39.5B
$380K 0.03%
4,691
-157
ENB icon
219
Enbridge
ENB
$124B
$379K 0.03%
6,992
-887
ANDE icon
220
Andersons Inc
ANDE
$2.47B
$378K 0.03%
5,260
-3,405
IWO icon
221
iShares Russell 2000 Growth ETF
IWO
$14.3B
$375K 0.03%
1,195
+102
AON icon
222
Aon
AON
$72.3B
$375K 0.03%
1,162
-1,585
PUMP icon
223
ProPetro Holding
PUMP
$1.88B
$371K 0.03%
25,759
-35,071
NOBL icon
224
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$371K 0.03%
7,000
IBKR icon
225
Interactive Brokers
IBKR
$38.5B
$367K 0.03%
5,471
-3,774
7 8
9
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