FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
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 +$3.15M
2 +$2.08M
3 +$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.73M
5
AMAT icon
Applied Materials
AMAT
+$1.72M

Top Sells

1 +$3.65M
2 +$1.81M
3 +$1.62M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.51M

Sector Composition

1 Technology 29.46%
2 Financials 12.83%
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
BLBD icon
426
Blue Bird Corp
BLBD
$1.64B
$234K 0.02%
+4,070
UUUU icon
427
Energy Fuels
UUUU
$3.45B
$234K 0.02%
+15,229
IEX icon
428
IDEX
IEX
$13.3B
$233K 0.02%
+1,431
TRV icon
429
Travelers Companies
TRV
$64.1B
$232K 0.02%
830
PII icon
430
Polaris
PII
$3.85B
$231K 0.02%
+3,978
NEM icon
431
Newmont
NEM
$110B
$231K 0.02%
+2,737
MKSI icon
432
MKS Inc
MKSI
$10.7B
$231K 0.02%
+1,864
SBR
433
Sabine Royalty Trust
SBR
$996M
$230K 0.02%
+2,890
FN icon
434
Fabrinet
FN
$17.2B
$229K 0.02%
+627
TER icon
435
Teradyne
TER
$30.8B
$227K 0.02%
+1,647
UHAL icon
436
U-Haul Holding Co
UHAL
$10.1B
$227K 0.02%
+3,972
GGG icon
437
Graco
GGG
$13.9B
$226K 0.02%
+2,665
ZD icon
438
Ziff Davis
ZD
$1.41B
$225K 0.02%
+5,896
AMTM
439
Amentum Holdings
AMTM
$7.15B
$225K 0.02%
+9,379
SHEL icon
440
Shell
SHEL
$207B
$224K 0.02%
3,137
+3
IGM icon
441
iShares Expanded Tech Sector ETF
IGM
$8.8B
$224K 0.02%
+1,780
PTC icon
442
PTC
PTC
$21.1B
$223K 0.02%
+1,100
VIS icon
443
Vanguard Industrials ETF
VIS
$6.44B
$223K 0.02%
753
CWST icon
444
Casella Waste Systems
CWST
$6.41B
$222K 0.02%
+2,344
TREX icon
445
Trex
TREX
$3.71B
$222K 0.02%
+4,298
CABO icon
446
Cable One
CABO
$740M
$222K 0.02%
+1,254
ACA icon
447
Arcosa
ACA
$5.43B
$221K 0.02%
+2,354
ACIW icon
448
ACI Worldwide
ACIW
$4.87B
$220K 0.02%
4,170
-1,123
SSRM icon
449
SSR Mining
SSRM
$4.52B
$218K 0.02%
+8,942
MEG icon
450
Montrose Environmental
MEG
$947M
$218K 0.02%
+7,950