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
$716M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.69M
3
+$2.46M
4
PYPL icon
PayPal
PYPL
+$2.46M
5
TSCO icon
Tractor Supply
TSCO
+$1.87M

Top Sells

1
+$4.91M
2
+$3.9M
3
+$2.28M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.85M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.81M

Sector Composition

1 Technology 28.78%
2 Healthcare 12.14%
3 Financials 9.85%
4 Consumer Discretionary 7.96%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$435K 0.06%
9,464
-1,808
202
$423K 0.06%
11,405
-1,226
203
$415K 0.06%
5,947
-64
204
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1,578
-22
205
$413K 0.06%
134
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206
$389K 0.05%
6,980
207
$388K 0.05%
561
-50
208
$384K 0.05%
2,308
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209
$384K 0.05%
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210
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1,701
+17
211
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4,099
-18,839
212
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213
$364K 0.05%
2,537
-186
214
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2,301
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215
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10,910
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216
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217
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218
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2,340
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219
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1,286
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220
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221
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12,406
222
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3,151
-114
223
$333K 0.05%
1,332
+43
224
$333K 0.05%
1,283
-32
225
$331K 0.05%
3,746
+566
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9
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