FFP
FourThought Financial Partners Portfolio holdings
AUM
$1.18B
1-Year Est. Return
22.58%
This Fund
S&P 500
1 Year Est. Return
+22.58%
AUM
$1.18B
AUM Growth
+$46.7M
(+4.1%)
Holding
647
Top Buys
| 1 | +$11.8M | |
| 2 | +$6.33M | |
| 3 | +$5.44M | |
| 4 |
SLDE
Slide Insurance Holdings
SLDE
|
+$5.04M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.69M |
Top Sells
| 1 | +$6.02M | |
| 2 | +$4.68M | |
| 3 | +$3.1M | |
| 4 |
NXP Semiconductors
NXPI
|
+$2.42M |
| 5 |
Advanced Micro Devices
AMD
|
+$2.26M |
Sector Composition
| 1 | Technology | 28.03% |
| 2 | Financials | 13.6% |
| 3 | Healthcare | 8.84% |
| 4 | Industrials | 6.71% |
| 5 | Consumer Discretionary | 5.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$121B
| $6.69M | 0.57% |
24,952
-5,052
|
|
||
52
Cisco
CSCO
$307B
| $6.29M | 0.53% |
81,606
-81,134
|
|
||
53
iShares Core US Aggregate Bond ETF
AGG
$139B
| $6.2M | 0.52% |
62,087
+6,829
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.03M | 0.51% |
12,000
+1,575
|
|
||
55
Mercado Libre
MELI
$85.2B
| $5.99M | 0.51% |
2,974
|
|
||
56
Thermo Fisher Scientific
TMO
$177B
| $5.92M | 0.5% |
10,214
+2
|
|
||
|
SLDE
57
Slide Insurance Holdings
SLDE
$2.15B
| $5.89M | 0.5% |
+302,506
|
|
||
58
Eli Lilly
LLY
$873B
| $5.86M | 0.49% |
5,452
+19
|
|
||
59
Intuit
INTU
$120B
| $5.75M | 0.49% |
8,679
+168
|
|
||
60
Salesforce
CRM
$184B
| $5.73M | 0.48% |
21,625
+2,638
|
|
||
61
Cigna
CI
$70.1B
| $5.67M | 0.48% |
20,589
+1,333
|
|
||
62
Enterprise Products Partners
EPD
$79.1B
| $5.65M | 0.48% |
176,229
+6,461
|
|
||
63
ServiceNow
NOW
$118B
| $5.46M | 0.46% |
35,664
+739
|
|
||
64
Lam Research
LRCX
$262B
| $5.2M | 0.44% |
30,372
-2,077
|
|
||
65
Crown Castle
CCI
$37.6B
| $4.83M | 0.41% |
54,403
+2,694
|
|
||
66
Digital Realty Trust
DLR
$62B
| $4.83M | 0.41% |
31,247
+617
|
|
||
|
67
NXP Semiconductors
NXPI
$48.3B
| $4.76M | 0.4% |
21,946
-11,292
|
|
||
68
MPLX
MPLX
$59.2B
| $4.66M | 0.39% |
87,244
+4,806
|
|
||
69
Marathon Petroleum
MPC
$67.8B
| $4.6M | 0.39% |
28,287
-1,853
|
|
||
70
iShares MSCI ACWI ex US ETF
ACWX
$8.79B
| $4.53M | 0.38% |
67,493
+8,238
|
|
||
71
Exxon Mobil
XOM
$640B
| $4.49M | 0.38% |
37,345
+782
|
|
||
72
JPMorgan Equity Premium Income ETF
JEPI
$43.1B
| $4.25M | 0.36% |
74,231
+3,855
|
|
||
73
Veeva Systems
VEEV
$29.7B
| $4.13M | 0.35% |
18,517
+545
|
|
||
74
AbbVie
ABBV
$398B
| $3.94M | 0.33% |
17,240
+215
|
|
||
75
Duke Energy
DUK
$103B
| $3.92M | 0.33% |
33,469
-218
|
|