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
51
$6.23M 0.55%
54,371
+595
52
$6.2M 0.55%
40,364
-55
53
$6.17M 0.54%
59,883
+2,876
54
$5.94M 0.52%
24,398
-1,980
55
$5.81M 0.51%
8,511
+674
56
$5.81M 0.51%
30,140
-1,368
57
$5.57M 0.49%
9,812
+621
58
$5.55M 0.49%
19,256
+847
59
$5.54M 0.49%
55,258
+1,190
60
$5.35M 0.47%
17,972
-109
61
$5.31M 0.47%
169,768
+13,945
62
$5.3M 0.47%
30,630
+1,832
63
$5.24M 0.46%
10,425
+1,284
64
$5.19M 0.46%
14,710
+2,192
65
$4.99M 0.44%
51,709
+830
66
$4.95M 0.44%
10,212
+58
67
$4.78M 0.42%
35,500
68
$4.5M 0.4%
18,987
+1,848
69
$4.34M 0.38%
32,449
-1,189
70
$4.17M 0.37%
33,687
+2,438
71
$4.15M 0.36%
5,433
+2,273
72
$4.12M 0.36%
36,563
-696
73
$4.12M 0.36%
82,438
+8,076
74
$4.02M 0.35%
70,376
+3,453
75
$3.94M 0.35%
17,025
-281
1 2
3
4 5