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
$963M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$11.7M
3
+$5.42M
4
CAT icon
Caterpillar
CAT
+$4.81M
5
CPK icon
Chesapeake Utilities
CPK
+$4.63M

Top Sells

1
+$7.48M
2
+$7.07M
3
+$6.27M
4
ALGN icon
Align Technology
ALGN
+$3.34M
5
CRM icon
Salesforce
CRM
+$3.25M

Sector Composition

1 Technology 27.29%
2 Financials 13.07%
3 Healthcare 10.13%
4 Industrials 6.42%
5 Consumer Discretionary 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$433K 0.05%
+1,787
202
$428K 0.04%
+6,870
203
$428K 0.04%
7,540
-55
204
$426K 0.04%
4,603
-573
205
$426K 0.04%
+1,488
206
$425K 0.04%
1,804
-67
207
$424K 0.04%
+3,173
208
$421K 0.04%
+8,059
209
$419K 0.04%
7,303
-522
210
$418K 0.04%
23,160
-2,173
211
$412K 0.04%
1,025
212
$411K 0.04%
+1,714
213
$403K 0.04%
+1,357
214
$402K 0.04%
979
-1
215
$398K 0.04%
+1,104
216
$395K 0.04%
+1,189
217
$388K 0.04%
1,800
-46
218
$386K 0.04%
+7,269
219
$384K 0.04%
1,963
-100
220
$378K 0.04%
+5,594
221
$377K 0.04%
+4,461
222
$375K 0.04%
+1,840
223
$375K 0.04%
+5,332
224
$373K 0.04%
+1,385
225
$361K 0.04%
+6,711
7 8
9
10 11