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
451
$218K 0.02%
+8,831
452
$218K 0.02%
+3,478
453
$217K 0.02%
4,743
-696
454
$217K 0.02%
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455
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+17,365
456
$215K 0.02%
+1,524
457
$215K 0.02%
+7,679
458
$215K 0.02%
+6,084
459
$213K 0.02%
+14,335
460
$213K 0.02%
+4,283
461
$212K 0.02%
+23,636
462
$212K 0.02%
+31,713
463
$211K 0.02%
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464
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+4,697
465
$210K 0.02%
+16,886
466
$210K 0.02%
+2,485
467
$209K 0.02%
+3,153
468
$206K 0.02%
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469
$205K 0.02%
294
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470
$205K 0.02%
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471
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472
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473
$204K 0.02%
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474
$204K 0.02%
13,047
475
$202K 0.02%
653
-45