FFP

FourThought Financial Partners Portfolio holdings

AUM $1.14B
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$3.15M
2
+$2.08M
3
+$1.76M
4
LLY icon
Eli Lilly
LLY
+$1.73M
5
AMAT icon
Applied Materials
AMAT
+$1.72M

Top Sells

1
+$3.65M
2
+$1.81M
3
+$1.62M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.56M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.51M

Sector Composition

1 Technology 29.46%
2 Financials 12.83%
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
AOS icon
101
A.O. Smith
AOS
$9.57B
$1.95M 0.17%
26,556
+2,735
SCHD icon
102
Schwab US Dividend Equity ETF
SCHD
$71.4B
$1.79M 0.16%
65,427
VTI icon
103
Vanguard Total Stock Market ETF
VTI
$567B
$1.68M 0.15%
5,121
+20
IBDU icon
104
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.18B
$1.55M 0.14%
66,100
+37,852
PSX icon
105
Phillips 66
PSX
$57B
$1.55M 0.14%
11,378
+103
BRK.A icon
106
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.51M 0.13%
2
-2
PLTR icon
107
Palantir
PLTR
$438B
$1.49M 0.13%
8,143
+754
ADP icon
108
Automatic Data Processing
ADP
$108B
$1.48M 0.13%
5,035
+34
ET icon
109
Energy Transfer Partners
ET
$56.9B
$1.46M 0.13%
84,986
-637
ITOT icon
110
iShares Core S&P Total US Stock Market ETF
ITOT
$80.4B
$1.43M 0.13%
9,796
MCK icon
111
McKesson
MCK
$100B
$1.39M 0.12%
1,800
-48
MPWR icon
112
Monolithic Power Systems
MPWR
$45.3B
$1.36M 0.12%
1,479
-25
LIN icon
113
Linde
LIN
$194B
$1.35M 0.12%
2,849
+2,195
MS icon
114
Morgan Stanley
MS
$284B
$1.34M 0.12%
8,433
+224
ORCL icon
115
Oracle
ORCL
$542B
$1.32M 0.12%
4,706
+332
T icon
116
AT&T
T
$174B
$1.31M 0.12%
46,480
-51,157
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$41.4B
$1.3M 0.11%
16,468
-3,999
QUAL icon
118
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$1.26M 0.11%
6,500
-5
VTWV icon
119
Vanguard Russell 2000 Value ETF
VTWV
$885M
$1.26M 0.11%
8,053
-51
PNQI icon
120
Invesco NASDAQ Internet ETF
PNQI
$772M
$1.25M 0.11%
22,464
BIV icon
121
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$1.23M 0.11%
15,714
-3,115
AON icon
122
Aon
AON
$76B
$1.23M 0.11%
3,441
+686
NFLX icon
123
Netflix
NFLX
$404B
$1.23M 0.11%
10,230
-870
PREF icon
124
Principal Spectrum Preferred Securities Active ETF
PREF
$1.39B
$1.22M 0.11%
63,890
+7,612
JPST icon
125
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$1.21M 0.11%
23,823
-125
3 4
5
6 7