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
PNQI icon
126
Invesco NASDAQ Internet ETF
PNQI
$565M
$1.21M 0.1%
22,464
IBDS icon
127
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$1.17M 0.1%
48,078
+13,960
HL icon
128
Hecla Mining
HL
$13.8B
$1.17M 0.1%
+60,818
FDX icon
129
FedEx
FDX
$83B
$1.16M 0.1%
4,022
+5
VTWG icon
130
Vanguard Russell 2000 Growth ETF
VTWG
$1.18B
$1.15M 0.1%
4,867
+337
GD icon
131
General Dynamics
GD
$96.1B
$1.14M 0.1%
3,394
+1,674
BAC icon
132
Bank of America
BAC
$338B
$1.12M 0.09%
20,285
+224
HLNE icon
133
Hamilton Lane
HLNE
$4.14B
$1.11M 0.09%
8,256
+2,509
BSX icon
134
Boston Scientific
BSX
$102B
$1.09M 0.09%
11,444
-328
IWF icon
135
iShares Russell 1000 Growth ETF
IWF
$115B
$1.08M 0.09%
2,273
-5
TJX icon
136
TJX Companies
TJX
$173B
$1.07M 0.09%
6,940
+735
IBDR icon
137
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.7B
$1.04M 0.09%
42,896
+13,586
COF icon
138
Capital One
COF
$110B
$1.03M 0.09%
4,266
-12
PM icon
139
Philip Morris
PM
$268B
$1.03M 0.09%
6,436
+539
WM icon
140
Waste Management
WM
$96.2B
$1.01M 0.08%
4,577
+33
SNPS icon
141
Synopsys
SNPS
$80.2B
$985K 0.08%
2,097
+118
BA icon
142
Boeing
BA
$161B
$971K 0.08%
4,470
+123
AON icon
143
Aon
AON
$67.7B
$969K 0.08%
2,747
-694
GE icon
144
GE Aerospace
GE
$322B
$968K 0.08%
3,144
+639
T icon
145
AT&T
T
$192B
$968K 0.08%
38,965
-7,515
MCD icon
146
McDonald's
MCD
$231B
$966K 0.08%
3,160
+182
LION icon
147
Lionsgate Studios
LION
$2.86B
$944K 0.08%
+103,393
TSLA icon
148
Tesla
TSLA
$1.48T
$940K 0.08%
2,091
+55
AG icon
149
First Majestic Silver
AG
$12.1B
$926K 0.08%
+55,596
DFAI icon
150
Dimensional International Core Equity Market ETF
DFAI
$14.6B
$917K 0.08%
+24,067
4 5
6
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