FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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
DDS icon
326
Dillards
DDS
$8.62B
$310K 0.03%
+504
LQDT icon
327
Liquidity Services
LQDT
$924M
$310K 0.03%
+11,284
ATEX icon
328
Anterix
ATEX
$726M
$309K 0.03%
+14,406
PUMP icon
329
ProPetro Holding
PUMP
$1.79B
$309K 0.03%
+58,990
CSL icon
330
Carlisle Companies
CSL
$13.6B
$309K 0.03%
938
+66
ATKR icon
331
Atkore
ATKR
$2.04B
$308K 0.03%
+4,907
WMK icon
332
Weis Markets
WMK
$1.67B
$308K 0.03%
+4,282
CLMT icon
333
Calumet Specialty Products
CLMT
$2.67B
$307K 0.03%
+16,833
LGIH icon
334
LGI Homes
LGIH
$911M
$306K 0.03%
+5,926
CWCO icon
335
Consolidated Water Co
CWCO
$516M
$306K 0.03%
+8,682
LEG icon
336
Leggett & Platt
LEG
$1.35B
$306K 0.03%
+34,440
ARES icon
337
Ares Management
ARES
$24.2B
$306K 0.03%
+1,912
STAA icon
338
STAAR Surgical
STAA
$923M
$305K 0.03%
+11,358
MLKN icon
339
MillerKnoll
MLKN
$1.03B
$304K 0.03%
+17,134
VISN
340
Vistance Networks Inc
VISN
$4.13B
$304K 0.03%
+19,627
WFG icon
341
West Fraser Timber
WFG
$4.97B
$303K 0.03%
+4,462
INCY icon
342
Incyte
INCY
$18.4B
$303K 0.03%
3,569
KTB icon
343
Kontoor Brands
KTB
$3.72B
$302K 0.03%
+3,788
CNXN icon
344
PC Connection
CNXN
$1.47B
$302K 0.03%
+4,866
QNST icon
345
QuinStreet
QNST
$690M
$302K 0.03%
+19,491
IWO icon
346
iShares Russell 2000 Growth ETF
IWO
$12.3B
$301K 0.03%
942
-115
DVA icon
347
DaVita
DVA
$10.5B
$300K 0.03%
+2,260
YUMC icon
348
Yum China
YUMC
$17.6B
$300K 0.03%
6,980
HSAI
349
Hesai Group
HSAI
$3.05B
$299K 0.03%
+10,640
HLI icon
350
Houlihan Lokey
HLI
$9.85B
$298K 0.03%
+1,453