FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.33M
3
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

1
+$6.02M
2
+$4.68M
3
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
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
IBDU icon
101
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
$2.09M 0.18%
89,377
+23,277
IBDV icon
102
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.94B
$2.07M 0.18%
93,926
+44,561
EOSE icon
103
Eos Energy Enterprises
EOSE
$2.08B
$2.06M 0.17%
179,588
-9,668
BABA icon
104
Alibaba
BABA
$320B
$2M 0.17%
13,656
+11,903
ITW icon
105
Illinois Tool Works
ITW
$76.6B
$1.8M 0.15%
7,314
-627
HYMB icon
106
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.98B
$1.66M 0.14%
66,607
-22,396
VTI icon
107
Vanguard Total Stock Market ETF
VTI
$568B
$1.63M 0.14%
4,847
-274
ET icon
108
Energy Transfer Partners
ET
$63.9B
$1.61M 0.14%
97,600
+12,614
PLTR icon
109
Palantir
PLTR
$367B
$1.59M 0.13%
8,955
+812
ATI icon
110
ATI
ATI
$20B
$1.59M 0.13%
13,827
-555
MS icon
111
Morgan Stanley
MS
$245B
$1.52M 0.13%
8,589
+156
BRK.A icon
112
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.51M 0.13%
2
ITOT icon
113
iShares Core S&P Total US Stock Market ETF
ITOT
$80B
$1.46M 0.12%
9,819
+23
MCK icon
114
McKesson
MCK
$116B
$1.45M 0.12%
1,769
-31
ADP icon
115
Automatic Data Processing
ADP
$83.5B
$1.39M 0.12%
5,420
+385
VTWV icon
116
Vanguard Russell 2000 Value ETF
VTWV
$1B
$1.38M 0.12%
8,614
+561
IBDT icon
117
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.75B
$1.37M 0.12%
53,893
+13,322
MPWR icon
118
Monolithic Power Systems
MPWR
$50.8B
$1.33M 0.11%
1,467
-12
BSV icon
119
Vanguard Short-Term Bond ETF
BSV
$43.7B
$1.3M 0.11%
16,469
+1
QUAL icon
120
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$1.29M 0.11%
6,516
+16
PREF icon
121
Principal Spectrum Preferred Securities Active ETF
PREF
$1.44B
$1.28M 0.11%
67,288
+3,398
JPST icon
122
JPMorgan Ultra-Short Income ETF
JPST
$37.6B
$1.28M 0.11%
25,216
+1,393
PSX icon
123
Phillips 66
PSX
$69.8B
$1.27M 0.11%
9,842
-1,536
VIOO icon
124
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.3B
$1.27M 0.11%
11,401
+1,323
RTX icon
125
RTX Corp
RTX
$273B
$1.24M 0.1%
6,742
-228
3 4
5
6 7