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
426
$234K 0.02%
+4,070
427
$234K 0.02%
+15,229
428
$233K 0.02%
+1,431
429
$232K 0.02%
830
430
$231K 0.02%
+3,978
431
$231K 0.02%
+2,737
432
$231K 0.02%
+1,864
433
$230K 0.02%
+2,890
434
$229K 0.02%
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435
$227K 0.02%
+1,647
436
$227K 0.02%
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437
$226K 0.02%
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438
$225K 0.02%
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439
$225K 0.02%
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440
$224K 0.02%
3,137
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441
$224K 0.02%
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442
$223K 0.02%
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443
$223K 0.02%
753
444
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446
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448
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4,170
-1,123
449
$218K 0.02%
+8,942
450
$218K 0.02%
+7,950