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
$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
SNY icon
201
Sanofi
SNY
$126B
$412K 0.04%
7,436
+306
PAYC icon
202
Paycom
PAYC
$11.2B
$412K 0.04%
1,887
+415
SYK icon
203
Stryker
SYK
$146B
$411K 0.04%
1,105
+1
TSLA icon
204
Tesla
TSLA
$1.44T
$410K 0.04%
1,582
+224
D icon
205
Dominion Energy
D
$52.1B
$410K 0.04%
7,311
+600
ILMN icon
206
Illumina
ILMN
$15.4B
$405K 0.04%
5,107
+1,934
EEM icon
207
iShares MSCI Emerging Markets ETF
EEM
$21B
$394K 0.04%
9,014
+402
DIS icon
208
Walt Disney
DIS
$201B
$391K 0.04%
3,962
-39
RS icon
209
Reliance Steel & Aluminium
RS
$14.5B
$386K 0.04%
1,337
-48
SBAC icon
210
SBA Communications
SBAC
$21.3B
$384K 0.04%
1,745
-95
VIG icon
211
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$381K 0.04%
1,963
UNM icon
212
Unum
UNM
$13B
$380K 0.04%
4,667
SMH icon
213
VanEck Semiconductor ETF
SMH
$35.7B
$378K 0.04%
1,787
PEG icon
214
Public Service Enterprise Group
PEG
$41.5B
$378K 0.04%
4,588
+127
AXP icon
215
American Express
AXP
$246B
$374K 0.04%
1,392
+35
LFUS icon
216
Littelfuse
LFUS
$6.67B
$373K 0.04%
1,896
+92
IWF icon
217
iShares Russell 1000 Growth ETF
IWF
$125B
$369K 0.04%
1,023
-2
XEL icon
218
Xcel Energy
XEL
$47.5B
$368K 0.04%
5,197
-397
ROK icon
219
Rockwell Automation
ROK
$40.1B
$367K 0.04%
1,422
-66
WFC icon
220
Wells Fargo
WFC
$272B
$364K 0.04%
5,074
-258
YUMC icon
221
Yum China
YUMC
$16.2B
$363K 0.04%
6,980
AEP icon
222
American Electric Power
AEP
$62B
$363K 0.04%
3,321
+150
MMC icon
223
Marsh & McLennan
MMC
$91.4B
$363K 0.04%
1,486
-93
IBIT icon
224
iShares Bitcoin Trust
IBIT
$84.7B
$357K 0.04%
7,619
+350
BUG icon
225
Global X Cybersecurity ETF
BUG
$1.15B
$348K 0.04%
10,772
+11
7 8
9
10 11