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
101
$1.95M 0.17%
26,556
+2,735
102
$1.79M 0.16%
65,427
103
$1.68M 0.15%
5,121
+20
104
$1.55M 0.14%
66,100
+37,852
105
$1.55M 0.14%
11,378
+103
106
$1.51M 0.13%
2
-2
107
$1.49M 0.13%
8,143
+754
108
$1.48M 0.13%
5,035
+34
109
$1.46M 0.13%
84,986
-637
110
$1.43M 0.13%
9,796
111
$1.39M 0.12%
1,800
-48
112
$1.36M 0.12%
1,479
-25
113
$1.35M 0.12%
2,849
+2,195
114
$1.34M 0.12%
8,433
+224
115
$1.32M 0.12%
4,706
+332
116
$1.31M 0.12%
46,480
-51,157
117
$1.3M 0.11%
16,468
-3,999
118
$1.26M 0.11%
6,500
-5
119
$1.26M 0.11%
8,053
-51
120
$1.25M 0.11%
22,464
121
$1.23M 0.11%
15,714
-3,115
122
$1.23M 0.11%
3,441
+686
123
$1.23M 0.11%
10,230
-870
124
$1.22M 0.11%
63,890
+7,612
125
$1.21M 0.11%
23,823
-125
3 4
5
6 7