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
476
$202K 0.02%
+3,321
477
$201K 0.02%
+4,729
478
$200K 0.02%
10,723
+390
479
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+7,678
480
$200K 0.02%
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481
$196K 0.02%
+23,240
482
$189K 0.02%
+14,281
483
$183K 0.02%
+22,085
484
$182K 0.02%
15,176
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485
$179K 0.02%
+12,520
486
$179K 0.02%
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487
$177K 0.02%
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488
$174K 0.02%
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489
$173K 0.02%
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490
$168K 0.01%
+18,183
491
$161K 0.01%
+13,965
492
$160K 0.01%
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493
$155K 0.01%
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494
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495
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496
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497
$119K 0.01%
+14,387
498
$108K 0.01%
13,458
499
$106K 0.01%
10,435
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500
$105K 0.01%
2,571