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
251
$356K 0.03%
+36,306
252
$355K 0.03%
+20,052
253
$355K 0.03%
+21,827
254
$354K 0.03%
+2,158
255
$354K 0.03%
1,066
-164
256
$353K 0.03%
+11,606
257
$352K 0.03%
2,779
-151
258
$350K 0.03%
+2,708
259
$350K 0.03%
6,927
-1
260
$349K 0.03%
+35,036
261
$349K 0.03%
+52,761
262
$349K 0.03%
+1,729
263
$348K 0.03%
+2,922
264
$347K 0.03%
+2,945
265
$346K 0.03%
+1,071
266
$345K 0.03%
+8,665
267
$345K 0.03%
+19,003
268
$344K 0.03%
723
+2
269
$344K 0.03%
+13,952
270
$343K 0.03%
+29,022
271
$343K 0.03%
+477
272
$343K 0.03%
+13,423
273
$342K 0.03%
810
+3
274
$339K 0.03%
+15,997
275
$338K 0.03%
5,409
-325
9 10
11
12 13