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
QBTS icon
451
D-Wave Quantum
QBTS
$5.42B
$218K 0.02%
+8,831
HXL icon
452
Hexcel
HXL
$6.18B
$218K 0.02%
+3,478
DFAU icon
453
Dimensional US Core Equity Market ETF
DFAU
$10.1B
$217K 0.02%
4,743
-696
YELP icon
454
Yelp
YELP
$1.48B
$217K 0.02%
+6,947
VREX icon
455
Varex Imaging
VREX
$450M
$215K 0.02%
+17,365
BELFB
456
Bel Fuse Inc Class B
BELFB
$2.62B
$215K 0.02%
+1,524
AOSL icon
457
Alpha and Omega Semiconductor
AOSL
$678M
$215K 0.02%
+7,679
AUB icon
458
Atlantic Union Bankshares
AUB
$5.06B
$215K 0.02%
+6,084
CSTM icon
459
Constellium
CSTM
$3.25B
$213K 0.02%
+14,335
VICR icon
460
Vicor
VICR
$7.23B
$213K 0.02%
+4,283
RXST icon
461
RxSight
RXST
$269M
$212K 0.02%
+23,636
FIGS icon
462
FIGS
FIGS
$2.59B
$212K 0.02%
+31,713
NHC icon
463
National Healthcare
NHC
$2.49B
$211K 0.02%
+1,737
KMX icon
464
CarMax
KMX
$6B
$211K 0.02%
+4,697
CRNC icon
465
Cerence
CRNC
$295M
$210K 0.02%
+16,886
BE icon
466
Bloom Energy
BE
$37.4B
$210K 0.02%
+2,485
ETSY icon
467
Etsy
ETSY
$4.66B
$209K 0.02%
+3,153
VMI icon
468
Valmont Industries
VMI
$7.84B
$206K 0.02%
+531
SPOT icon
469
Spotify
SPOT
$98.5B
$205K 0.02%
294
-5
AMX icon
470
America Movil
AMX
$75.3B
$205K 0.02%
+9,769
PHM icon
471
Pultegroup
PHM
$22.5B
$205K 0.02%
+1,552
INTC icon
472
Intel
INTC
$220B
$204K 0.02%
+6,091
SMC
473
Summit Midstream
SMC
$412M
$204K 0.02%
+9,948
BSET icon
474
Bassett Furniture
BSET
$123M
$204K 0.02%
13,047
AJG icon
475
Arthur J. Gallagher & Co
AJG
$54.2B
$202K 0.02%
653
-45