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
26
$12.1M 1.07%
13,120
+27
27
$11.8M 1.04%
41,828
+621
28
$11.7M 1.03%
132,652
+1,301
29
$11.5M 1.01%
42,268
+410
30
$11.5M 1.01%
365,972
-4,054
31
$11.3M 0.99%
147,010
+3,555
32
$11.1M 0.98%
163,718
+9,558
33
$11.1M 0.98%
162,740
-3,735
34
$11M 0.97%
14,957
+118
35
$10.6M 0.94%
39,363
+140
36
$9.18M 0.81%
22,646
+129
37
$9.08M 0.8%
30,032
-3,102
38
$9.03M 0.79%
44,105
+8,416
39
$8.92M 0.78%
31,623
+132
40
$8.74M 0.77%
52,517
-444
41
$7.57M 0.67%
33,238
+500
42
$7.4M 0.65%
30,004
+1,108
43
$7.28M 0.64%
36,670
-134
44
$6.98M 0.61%
34,750
+678
45
$6.97M 0.61%
11,607
+508
46
$6.95M 0.61%
2,974
-55
47
$6.63M 0.58%
11,662
+454
48
$6.43M 0.57%
34,925
+890
49
$6.34M 0.56%
13,291
+84
50
$6.25M 0.55%
7,854
+907