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
501
$103K 0.01%
+10,384
502
$95.4K 0.01%
+11,247
503
$85.7K 0.01%
+13,145
504
$85.4K 0.01%
+12,179
505
– –
-743
506
– –
-1,610
507
– –
-1,299
508
– –
-9,572
509
– –
-10,811
510
– –
-10,990
511
– –
-2,069
512
– –
-24,303
513
– –
-2,180
514
– –
-2,230
515
– –
-1,316
516
– –
-392
517
– –
-1,561
518
– –
-2,812
519
– –
-11,621
520
– –
-1,828
521
– –
-14,744
522
– –
-4,742
523
– –
-43,684
524
– –
-8,878
525
– –
-2,941
17 18 19 20
21