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
276
$338K 0.03%
+14,712
277
$337K 0.03%
4,339
+108
278
$337K 0.03%
+3,326
279
$336K 0.03%
+40,433
280
$335K 0.03%
+16,911
281
$333K 0.03%
+12,073
282
$332K 0.03%
6,420
+30
283
$332K 0.03%
+28,349
284
$331K 0.03%
+1,676
285
$331K 0.03%
+13,997
286
$331K 0.03%
+3,123
287
$329K 0.03%
+64,841
288
$328K 0.03%
+14,764
289
$328K 0.03%
5,483
+1,057
290
$327K 0.03%
+37,334
291
$326K 0.03%
+13,861
292
$324K 0.03%
+4,838
293
$324K 0.03%
+491
294
$324K 0.03%
+7,500
295
$323K 0.03%
+21,013
296
$323K 0.03%
+11,609
297
$323K 0.03%
1,669
-76
298
$323K 0.03%
+29,221
299
$322K 0.03%
+2,717
300
$322K 0.03%
+1,927
10 11
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