FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$3.41M
3
+$2.93M
4
NVDA icon
NVIDIA
NVDA
+$2.47M
5
PLD icon
Prologis
PLD
+$2.05M

Top Sells

1
+$12.7M
2
+$7.84M
3
+$5.92M
4
AAPL icon
Apple
AAPL
+$4.45M
5
BLK icon
Blackrock
BLK
+$3.69M

Sector Composition

1 Technology 29.51%
2 Financials 13.73%
3 Healthcare 9.26%
4 Industrials 6.26%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.7M 5.7%
115,991
+1,824
2
$41.4M 4.08%
150,050
+565
3
$31.6M 3.12%
199,740
+19,597
4
$28.2M 2.79%
127,667
+4,488
5
$21.5M 2.13%
74,257
-1,530
6
$21.3M 2.1%
59,954
-909
7
$21.3M 2.1%
103,674
-22,046
8
$19M 1.87%
132,562
+5,798
9
$17.7M 1.75%
80,771
+1,627
10
$17.7M 1.74%
31,079
+2,477
11
$16.8M 1.66%
123,578
-3,323
12
$16M 1.58%
230,392
-112,904
13
$15.7M 1.55%
179,751
+4,248
14
$15.5M 1.53%
74,787
-727
15
$15.5M 1.53%
17,325
+187
16
$15.5M 1.53%
117,372
+3,221
17
$14.3M 1.41%
30,898
-306
18
$13.8M 1.36%
62,135
+166
19
$13.5M 1.34%
76,757
+1,835
20
$13.2M 1.3%
370,026
-81,126
21
$13M 1.28%
13,093
-296
22
$12.4M 1.22%
24,758
+332
23
$12M 1.18%
109,847
+18,817
24
$11.9M 1.18%
41,207
-525
25
$11.8M 1.17%
41,858
-270
1
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