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
301
$320K 0.03%
+1,575
302
$319K 0.03%
+12,037
303
$319K 0.03%
+5,006
304
$317K 0.03%
4,781
-1,046
305
$317K 0.03%
7,544
+1,541
306
$316K 0.03%
+19,706
307
$315K 0.03%
1,048
+2
308
$315K 0.03%
+7,318
309
$315K 0.03%
4,310
-76
310
$314K 0.03%
+10,340
311
$314K 0.03%
+45,012
312
$313K 0.03%
1,753
-53
313
$313K 0.03%
+16,792
314
$312K 0.03%
+23,368
315
$312K 0.03%
+14,009
316
$312K 0.03%
+2,786
317
$312K 0.03%
+70,329
318
$311K 0.03%
+11,008
319
$311K 0.03%
+15,292
320
$311K 0.03%
+21,544
321
$311K 0.03%
+2,591
322
$310K 0.03%
+5,393
323
$310K 0.03%
+5,784
324
$310K 0.03%
+1,628
325
$310K 0.03%
+25,071
11 12
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