FFP

FourThought Financial Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 26.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.04M
3
+$1.69M
4
LLY icon
Eli Lilly
LLY
+$1.69M
5
AMAT icon
Applied Materials
AMAT
+$1.53M

Top Sells

1
+$3.14M
2
+$1.84M
3
+$1.57M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.45M

Sector Composition

1 Technology 29.47%
2 Financials 12.81%
3 Healthcare 8.99%
4 Industrials 6.85%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$386K 0.03%
4,624
+18
227
$383K 0.03%
+1,869
228
$381K 0.03%
+4,019
229
$380K 0.03%
1,154
-80
230
$379K 0.03%
10,772
231
$379K 0.03%
+11,321
232
$378K 0.03%
+22,513
233
$377K 0.03%
+19,062
234
$375K 0.03%
3,333
-129
235
$373K 0.03%
+21,624
236
$373K 0.03%
+5,219
237
$372K 0.03%
+34,443
238
$369K 0.03%
+76,939
239
$367K 0.03%
3,917
+1,985
240
$367K 0.03%
+40,744
241
$365K 0.03%
+9,999
242
$365K 0.03%
+2,590
243
$364K 0.03%
382
-35
244
$362K 0.03%
4,274
+703
245
$359K 0.03%
6,068
+50
246
$358K 0.03%
+2,401
247
$357K 0.03%
+52,610
248
$357K 0.03%
+13,034
249
$357K 0.03%
1,271
-4
250
$356K 0.03%
+56,661
8 9
10
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