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
PLAB icon
276
Photronics
PLAB
$2.03B
$338K 0.03%
+14,712
UNM icon
277
Unum
UNM
$13B
$337K 0.03%
4,339
+108
JXN icon
278
Jackson Financial
JXN
$7.25B
$337K 0.03%
+3,326
ORN icon
279
Orion Group Holdings
ORN
$427M
$336K 0.03%
+40,433
CRK icon
280
Comstock Resources
CRK
$6.24B
$335K 0.03%
+16,911
DRD
281
DRDGold
DRD
$2.63B
$333K 0.03%
+12,073
TQQQ icon
282
ProShares UltraPro QQQ
TQQQ
$29B
$332K 0.03%
6,420
+30
DBRG icon
283
DigitalBridge
DBRG
$2.46B
$332K 0.03%
+28,349
MTB icon
284
M&T Bank
MTB
$31.4B
$331K 0.03%
+1,676
UPBD icon
285
Upbound Group
UPBD
$1.04B
$331K 0.03%
+13,997
MCRI icon
286
Monarch Casino & Resort
MCRI
$1.81B
$331K 0.03%
+3,123
MPW icon
287
Medical Properties Trust
MPW
$2.95B
$329K 0.03%
+64,841
TEN
288
Tsakos Energy Navigation Ltd
TEN
$681M
$328K 0.03%
+14,764
ADM icon
289
Archer Daniels Midland
ADM
$27.9B
$328K 0.03%
5,483
+1,057
MASS icon
290
908 Devices
MASS
$209M
$327K 0.03%
+37,334
LINC icon
291
Lincoln Educational Services
LINC
$734M
$326K 0.03%
+13,861
MP icon
292
MP Materials
MP
$9.47B
$324K 0.03%
+4,838
UI icon
293
Ubiquiti
UI
$33.8B
$324K 0.03%
+491
REZI icon
294
Resideo Technologies
REZI
$5.41B
$324K 0.03%
+7,500
KSS icon
295
Kohl's
KSS
$2.57B
$323K 0.03%
+21,013
PINC
296
DELISTED
Premier
PINC
$323K 0.03%
+11,609
SBAC icon
297
SBA Communications
SBAC
$20.2B
$323K 0.03%
1,669
-76
HE icon
298
Hawaiian Electric Industries
HE
$2.04B
$323K 0.03%
+29,221
NTAP icon
299
NetApp
NTAP
$22.4B
$322K 0.03%
+2,717
FTAI icon
300
FTAI Aviation
FTAI
$17.3B
$322K 0.03%
+1,927