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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
$1.16B
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.16M
3
+$4.68M
4
AMT icon
American Tower
AMT
+$4.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.54M

Top Sells

1
+$11.6M
2
+$8.32M
3
+$7.89M
4
NXPI icon
NXP Semiconductors
NXPI
+$4.46M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.52M

Sector Composition

1 Technology 25.93%
2 Financials 12.65%
3 Healthcare 8.69%
4 Industrials 7.06%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
276
Welltower
WELL
$149B
$284K 0.02%
1,435
+52
LBRT icon
277
Liberty Energy
LBRT
$4.57B
$282K 0.02%
+9,806
HXL icon
278
Hexcel
HXL
$7.34B
$281K 0.02%
3,478
INFY icon
279
Infosys
INFY
$47B
$281K 0.02%
+20,809
AJG icon
280
Arthur J. Gallagher & Co
AJG
$56.8B
$280K 0.02%
+1,294
VLO icon
281
Valero Energy
VLO
$75.9B
$278K 0.02%
+1,126
DFAU icon
282
Dimensional US Core Equity Market ETF
DFAU
$12B
$275K 0.02%
6,090
+1,345
MRSH
283
Marsh
MRSH
$81B
$274K 0.02%
1,580
+59
IBIT icon
284
iShares Bitcoin Trust
IBIT
$49.2B
$274K 0.02%
7,130
-915
TT icon
285
Trane Technologies
TT
$102B
$273K 0.02%
655
-73
IWN icon
286
iShares Russell 2000 Value ETF
IWN
$14.1B
$273K 0.02%
1,438
+191
ORN icon
287
Orion Group Holdings
ORN
$569M
$272K 0.02%
24,975
-7,688
BWXT icon
288
BWX Technologies
BWXT
$17.8B
$272K 0.02%
1,331
-307
BUG icon
289
Global X Cybersecurity ETF
BUG
$1.1B
$271K 0.02%
10,776
+4
KKR icon
290
KKR & Co
KKR
$85.6B
$268K 0.02%
2,892
+321
WTTR icon
291
Select Water Solutions
WTTR
$2.3B
$266K 0.02%
17,408
-525
ACIW icon
292
ACI Worldwide
ACIW
$4.51B
$264K 0.02%
6,431
+1,259
PCAR icon
293
PACCAR
PCAR
$61.9B
$262K 0.02%
2,266
-267
GILD icon
294
Gilead Sciences
GILD
$156B
$259K 0.02%
+1,858
RYZ
295
Ryerson Holding Corp
RYZ
$1.54B
$259K 0.02%
+11,521
VET icon
296
Vermilion Energy
VET
$1.72B
$257K 0.02%
18,647
+222
TRGP icon
297
Targa Resources
TRGP
$57.8B
$256K 0.02%
+1,023
NTSK
298
Netskope Inc
NTSK
$3.52B
$255K 0.02%
+29,982
LASR icon
299
nLIGHT
LASR
$3.96B
$254K 0.02%
+4,455
SSB icon
300
SouthState Bank Corp
SSB
$9.52B
$253K 0.02%
2,739
+195
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