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
376
$286K 0.03%
899
+43
377
$285K 0.03%
+1,759
378
$284K 0.02%
1,521
-118
379
$284K 0.02%
+4,687
380
$283K 0.02%
+10,525
381
$282K 0.02%
+31,326
382
$281K 0.02%
+24,691
383
$281K 0.02%
3,411
+17
384
$277K 0.02%
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385
$271K 0.02%
1,056
-24
386
$270K 0.02%
4,507
+956
387
$268K 0.02%
856
-28
388
$267K 0.02%
+20,683
389
$267K 0.02%
+2,665
390
$266K 0.02%
1,319
-80
391
$264K 0.02%
+3,398
392
$262K 0.02%
+2,139
393
$261K 0.02%
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394
$261K 0.02%
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395
$261K 0.02%
7,392
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396
$260K 0.02%
15,268
397
$259K 0.02%
1,453
+7
398
$254K 0.02%
+2,780
399
$253K 0.02%
5,610
+496
400
$253K 0.02%
1,241
-82
14 15
16
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