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
$1.14B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$3.15M
2 +$2.08M
3 +$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.73M
5
AMAT icon
Applied Materials
AMAT
+$1.72M

Top Sells

1 +$3.65M
2 +$1.81M
3 +$1.62M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.51M

Sector Composition

1 Technology 29.46%
2 Financials 12.83%
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
ARMN
251
Aris Mining
ARMN
$3.14B
$356K 0.03%
+36,306
PLSE icon
252
Pulse Biosciences
PLSE
$964M
$355K 0.03%
+20,052
ANGI icon
253
Angi Inc
ANGI
$529M
$355K 0.03%
+21,827
AMR icon
254
Alpha Metallurgical Resources
AMR
$2.4B
$354K 0.03%
+2,158
AXP icon
255
American Express
AXP
$262B
$354K 0.03%
1,066
-164
OMCL icon
256
Omnicell
OMCL
$2.01B
$353K 0.03%
+11,606
PAYX icon
257
Paychex
PAYX
$41.5B
$352K 0.03%
2,779
-151
ONTO icon
258
Onto Innovation
ONTO
$7.66B
$350K 0.03%
+2,708
ENB icon
259
Enbridge
ENB
$102B
$350K 0.03%
6,927
-1
ENVX icon
260
Enovix
ENVX
$1.67B
$349K 0.03%
+35,036
CODI icon
261
Compass Diversified
CODI
$368M
$349K 0.03%
+52,761
EA icon
262
Electronic Arts
EA
$51.1B
$349K 0.03%
+1,729
DXPE icon
263
DXP Enterprises
DXPE
$1.73B
$348K 0.03%
+2,922
RPM icon
264
RPM International
RPM
$13.7B
$347K 0.03%
+2,945
ELV icon
265
Elevance Health
ELV
$78.2B
$346K 0.03%
+1,071
ANDE icon
266
Andersons Inc
ANDE
$1.86B
$345K 0.03%
+8,665
HMY icon
267
Harmony Gold Mining
HMY
$12.6B
$345K 0.03%
+19,003
MCO icon
268
Moody's
MCO
$88B
$344K 0.03%
723
+2
ARIS
269
DELISTED
Aris Water Solutions
ARIS
$344K 0.03%
+13,952
SNCY icon
270
Sun Country Airlines
SNCY
$785M
$343K 0.03%
+29,022
APP icon
271
Applovin
APP
$229B
$343K 0.03%
+477
MWA icon
272
Mueller Water Products
MWA
$3.87B
$343K 0.03%
+13,423
CMI icon
273
Cummins
CMI
$71B
$342K 0.03%
810
+3
IBDW icon
274
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.06B
$339K 0.03%
+15,997
MDLZ icon
275
Mondelez International
MDLZ
$69.6B
$338K 0.03%
5,409
-325