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
351
$298K 0.03%
+5,629
352
$298K 0.03%
+5,980
353
$297K 0.03%
+1,610
354
$296K 0.03%
+27,533
355
$296K 0.03%
4,028
-560
356
$296K 0.03%
+17,197
357
$296K 0.03%
+2,059
358
$295K 0.03%
1,604
-5,284
359
$295K 0.03%
+10,187
360
$295K 0.03%
+7,646
361
$295K 0.03%
+29,687
362
$293K 0.03%
+4,149
363
$293K 0.03%
+13,078
364
$293K 0.03%
+16,407
365
$292K 0.03%
+9,563
366
$292K 0.03%
+7,917
367
$290K 0.03%
+8,624
368
$290K 0.03%
+6,844
369
$289K 0.03%
+3,483
370
$286K 0.03%
+9,494
371
$286K 0.03%
2,920
+135
372
$286K 0.03%
+4,028
373
$286K 0.03%
3,188
-113
374
$286K 0.03%
730
+19
375
$286K 0.03%
3,888
13 14
15
16 17