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
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRMD icon
226
iRadimed
IRMD
$1.26B
$448K 0.04%
+4,607
O icon
227
Realty Income
O
$60.6B
$447K 0.04%
7,921
+337
IBDX icon
228
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.6B
$446K 0.04%
+17,476
AEP icon
229
American Electric Power
AEP
$71.5B
$446K 0.04%
3,864
+531
KODK icon
230
Kodak
KODK
$664M
$443K 0.04%
+52,384
APH icon
231
Amphenol
APH
$162B
$437K 0.04%
3,237
-329
SGML icon
232
Sigma Lithium
SGML
$1.33B
$436K 0.04%
+33,084
VO icon
233
Vanguard Mid-Cap ETF
VO
$91.9B
$434K 0.04%
1,495
+488
BFH icon
234
Bread Financial
BFH
$3.09B
$432K 0.04%
+5,842
MSI icon
235
Motorola Solutions
MSI
$76.6B
$432K 0.04%
1,128
-478
SNDK
236
Sandisk
SNDK
$91.3B
$422K 0.04%
+1,778
TDG icon
237
TransDigm Group
TDG
$69.2B
$421K 0.04%
317
-11
GEV icon
238
GE Vernova
GEV
$224B
$421K 0.04%
644
-60
VIG icon
239
Vanguard Dividend Appreciation ETF
VIG
$101B
$417K 0.04%
1,896
PGR icon
240
Progressive
PGR
$120B
$413K 0.03%
1,815
+204
CORT icon
241
Corcept Therapeutics
CORT
$3.45B
$410K 0.03%
11,794
-886
GFS icon
242
GlobalFoundries
GFS
$23.1B
$410K 0.03%
+11,731
MRVL icon
243
Marvell Technology
MRVL
$76.6B
$408K 0.03%
4,798
-1,846
PSKY
244
Paramount Skydance Corp
PSKY
$10.9B
$406K 0.03%
30,316
-1,066
BMY icon
245
Bristol-Myers Squibb
BMY
$120B
$405K 0.03%
7,511
-2,104
RHLD
246
Resolute Holdings Management
RHLD
$979M
$404K 0.03%
+1,956
EFA icon
247
iShares MSCI EAFE ETF
EFA
$71.9B
$403K 0.03%
+4,197
MCO icon
248
Moody's
MCO
$75.9B
$400K 0.03%
784
+61
IBIT icon
249
iShares Bitcoin Trust
IBIT
$54.8B
$399K 0.03%
8,045
KO icon
250
Coca-Cola
KO
$334B
$396K 0.03%
5,664
+883
8 9
10
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