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
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADSK icon
376
Autodesk
ADSK
$50.1B
$255K 0.02%
861
-38
BCC icon
377
Boise Cascade
BCC
$3.02B
$255K 0.02%
+3,458
PII icon
378
Polaris
PII
$3.42B
$254K 0.02%
4,020
+42
MKSI icon
379
MKS Inc
MKSI
$18.5B
$252K 0.02%
1,577
-287
COCO icon
380
Vita Coco
COCO
$3B
$251K 0.02%
4,729
FAST icon
381
Fastenal
FAST
$51.9B
$248K 0.02%
+6,168
SHW icon
382
Sherwin-Williams
SHW
$83.2B
$248K 0.02%
764
+83
ACIW icon
383
ACI Worldwide
ACIW
$4.4B
$247K 0.02%
5,172
+1,002
HLI icon
384
Houlihan Lokey
HLI
$11.1B
$247K 0.02%
1,418
-35
UMC icon
385
United Microelectronic
UMC
$29.2B
$246K 0.02%
31,357
TGT icon
386
Target
TGT
$58.4B
$246K 0.02%
2,514
-674
HE icon
387
Hawaiian Electric Industries
HE
$2.64B
$244K 0.02%
19,837
-9,384
EXPE icon
388
Expedia Group
EXPE
$30.4B
$243K 0.02%
+856
NSP icon
389
Insperity
NSP
$1.29B
$243K 0.02%
+6,263
REZI icon
390
Resideo Technologies
REZI
$6.11B
$242K 0.02%
6,899
-601
NHC icon
391
National Healthcare
NHC
$2.75B
$241K 0.02%
1,759
+22
WABC icon
392
Westamerica Bancorp
WABC
$1.3B
$241K 0.02%
+5,040
UBER icon
393
Uber
UBER
$156B
$241K 0.02%
2,945
+25
SNOW icon
394
Snowflake
SNOW
$50.4B
$240K 0.02%
1,095
-6
IGSB icon
395
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$240K 0.02%
4,531
+114
SSB icon
396
SouthState Bank Corp
SSB
$9.55B
$239K 0.02%
2,544
+139
TREX icon
397
Trex
TREX
$4.41B
$238K 0.02%
6,789
+2,491
SYY icon
398
Sysco
SYY
$35.9B
$237K 0.02%
3,222
-189
MKC icon
399
McCormick & Company Non-Voting
MKC
$13.6B
$237K 0.02%
3,483
-91
SHEL icon
400
Shell
SHEL
$242B
$237K 0.02%
3,226
+89
14 15
16
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