FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$956M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$8.01M
3
+$5.76M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.74M
5
PEP icon
PepsiCo
PEP
+$5.59M

Top Sells

1
+$20.4M
2
+$6.14M
3
+$5.45M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
ABT icon
Abbott
ABT
+$3.81M

Sector Composition

1 Technology 24.91%
2 Financials 14.35%
3 Healthcare 10.31%
4 Industrials 6.2%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$412K 0.04%
7,436
+306
202
$412K 0.04%
1,887
+415
203
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205
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206
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5,107
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207
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208
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210
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211
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1,963
212
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213
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214
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215
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216
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217
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219
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220
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221
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222
$363K 0.04%
3,321
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223
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1,486
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224
$357K 0.04%
7,619
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225
$348K 0.04%
10,772
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