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
326
$310K 0.03%
+504
327
$310K 0.03%
+11,284
328
$309K 0.03%
+14,406
329
$309K 0.03%
+58,990
330
$309K 0.03%
938
+66
331
$308K 0.03%
+4,907
332
$308K 0.03%
+4,282
333
$307K 0.03%
+16,833
334
$306K 0.03%
+5,926
335
$306K 0.03%
+8,682
336
$306K 0.03%
+34,440
337
$306K 0.03%
+1,912
338
$305K 0.03%
+11,358
339
$304K 0.03%
+17,134
340
$304K 0.03%
+19,627
341
$303K 0.03%
+4,462
342
$303K 0.03%
3,569
343
$302K 0.03%
+3,788
344
$302K 0.03%
+4,866
345
$302K 0.03%
+19,491
346
$301K 0.03%
942
-115
347
$300K 0.03%
+2,260
348
$300K 0.03%
6,980
349
$299K 0.03%
+10,640
350
$298K 0.03%
+1,453
12 13
14
15 16