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
401
$253K 0.02%
+874
402
$253K 0.02%
1,499
-58
403
$252K 0.02%
2,837
-138
404
$250K 0.02%
+7,090
405
$250K 0.02%
+9,992
406
$249K 0.02%
2,536
-175
407
$249K 0.02%
1,764
-36
408
$248K 0.02%
1,101
-256
409
$248K 0.02%
7,763
410
$247K 0.02%
800
-5,878
411
$246K 0.02%
13,035
+195
412
$246K 0.02%
608
+1
413
$246K 0.02%
+13,173
414
$245K 0.02%
+2,782
415
$245K 0.02%
+1,447
416
$243K 0.02%
+4,227
417
$242K 0.02%
1,280
-6,203
418
$239K 0.02%
+3,574
419
$238K 0.02%
2,405
-665
420
$238K 0.02%
+31,357
421
$236K 0.02%
+24,938
422
$236K 0.02%
681
+39
423
$235K 0.02%
+1,866
424
$235K 0.02%
+12,959
425
$234K 0.02%
4,417
-1,683
15 16
17
18 19