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
$690M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$25.3M
3
+$17.2M
4
NEE icon
NextEra Energy
NEE
+$15.9M
5
BLK icon
Blackrock
BLK
+$15.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.86%
2 Healthcare 11.52%
3 Financials 10.7%
4 Consumer Discretionary 7.74%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$442K 0.06%
+3,827
202
$441K 0.06%
+792
203
$440K 0.06%
+4,635
204
$439K 0.06%
+11,223
205
$435K 0.06%
+6,622
206
$431K 0.06%
+9,419
207
$428K 0.06%
+10,691
208
$427K 0.06%
+1,990
209
$424K 0.06%
+1,511
210
$422K 0.06%
+6,633
211
$420K 0.06%
+4,526
212
$412K 0.06%
+2,514
213
$410K 0.06%
+1,912
214
$401K 0.06%
+8,044
215
$401K 0.06%
+42,249
216
$398K 0.06%
+21,530
217
$397K 0.06%
+4,191
218
$395K 0.06%
+2,258
219
$391K 0.06%
+7,992
220
$385K 0.06%
+12,688
221
$382K 0.06%
+2,754
222
$380K 0.06%
+28,727
223
$379K 0.05%
+6,941
224
$374K 0.05%
+3,430
225
$363K 0.05%
+5,039
7 8
9
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