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
76
$3.93M 0.35%
5,905
+2,640
77
$3.85M 0.34%
59,255
+7,744
78
$3.69M 0.32%
64,894
-567
79
$3.65M 0.32%
83,131
+30,865
80
$3.58M 0.32%
100,936
-882
81
$3.51M 0.31%
24,021
+1,104
82
$3.47M 0.31%
62,547
+4,613
83
$3.4M 0.3%
21,022
-1,373
84
$3.33M 0.29%
49,703
+5,742
85
$3.21M 0.28%
64,064
-10,363
86
$3.14M 0.28%
37,325
+3,048
87
$3.09M 0.27%
48,752
+3,869
88
$3.07M 0.27%
28,839
-5,542
89
$2.84M 0.25%
15,299
-234
90
$2.58M 0.23%
208,528
+10,702
91
$2.54M 0.22%
27,192
+8
92
$2.46M 0.22%
5,027
-592
93
$2.42M 0.21%
118,568
+17,506
94
$2.36M 0.21%
105,599
-7,143
95
$2.26M 0.2%
9,154
+1,484
96
$2.22M 0.2%
89,003
-9,517
97
$2.16M 0.19%
189,256
-10,245
98
$2.14M 0.19%
14,061
+2
99
$2.13M 0.19%
17,895
+3,949
100
$2.07M 0.18%
7,941
-355
2 3
4
5 6