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
$1.14B
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
BLBD icon
426
Blue Bird Corp
BLBD
$1.79B
$234K 0.02%
+4,070
UUUU icon
427
Energy Fuels
UUUU
$4.33B
$234K 0.02%
+15,229
IEX icon
428
IDEX
IEX
$14.1B
$233K 0.02%
+1,431
TRV icon
429
Travelers Companies
TRV
$62.9B
$232K 0.02%
830
PII icon
430
Polaris
PII
$3.24B
$231K 0.02%
+3,978
NEM icon
431
Newmont
NEM
$109B
$231K 0.02%
+2,737
MKSI icon
432
MKS Inc
MKSI
$15.4B
$231K 0.02%
+1,864
SBR
433
Sabine Royalty Trust
SBR
$1.09B
$230K 0.02%
+2,890
FN icon
434
Fabrinet
FN
$20B
$229K 0.02%
+627
TER icon
435
Teradyne
TER
$47.2B
$227K 0.02%
+1,647
UHAL icon
436
U-Haul Holding Co
UHAL
$8.61B
$227K 0.02%
+3,972
GGG icon
437
Graco
GGG
$14.1B
$226K 0.02%
+2,665
ZD icon
438
Ziff Davis
ZD
$1.64B
$225K 0.02%
+5,896
AMTM
439
Amentum Holdings
AMTM
$6.49B
$225K 0.02%
+9,379
SHEL icon
440
Shell
SHEL
$260B
$224K 0.02%
3,137
+3
IGM icon
441
iShares Expanded Tech Sector ETF
IGM
$7.8B
$224K 0.02%
+1,780
PTC icon
442
PTC
PTC
$17.2B
$223K 0.02%
+1,100
VIS icon
443
Vanguard Industrials ETF
VIS
$6.91B
$223K 0.02%
753
CWST icon
444
Casella Waste Systems
CWST
$4.9B
$222K 0.02%
+2,344
TREX icon
445
Trex
TREX
$3.8B
$222K 0.02%
+4,298
CABO icon
446
Cable One
CABO
$545M
$222K 0.02%
+1,254
ACA icon
447
Arcosa
ACA
$5.14B
$221K 0.02%
+2,354
ACIW icon
448
ACI Worldwide
ACIW
$4.14B
$220K 0.02%
4,170
-1,123
SSRM icon
449
SSR Mining
SSRM
$5.12B
$218K 0.02%
+8,942
MEG icon
450
Montrose Environmental
MEG
$800M
$218K 0.02%
+7,950