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
126
$1.17M 0.1%
14,382
+1,300
127
$1.17M 0.1%
6,970
-187
128
$1.15M 0.1%
11,772
+136
129
$1.12M 0.1%
3,255
+556
130
$1.11M 0.1%
10,078
-14,677
131
$1.09M 0.1%
49,365
+32,497
132
$1.07M 0.09%
9,112
+4,964
133
$1.06M 0.09%
4,530
-34
134
$1.05M 0.09%
12,680
+918
135
$1.04M 0.09%
40,571
+27,588
136
$1.03M 0.09%
20,061
-300
137
$1.01M 0.09%
26,336
-7,331
138
$1M 0.09%
4,544
-289
139
$976K 0.09%
1,979
+114
140
$956K 0.08%
5,897
-398
141
$947K 0.08%
4,017
+6
142
$938K 0.08%
4,347
+420
143
$909K 0.08%
4,278
-99
144
$906K 0.08%
3,832
-65
145
$905K 0.08%
2,036
+84
146
$905K 0.08%
2,978
-38
147
$897K 0.08%
6,205
+132
148
$893K 0.08%
6,332
-3
149
$874K 0.08%
2,701
+7
150
$870K 0.08%
2,022
-2,847
4 5
6
7 8