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
IVV icon
151
iShares Core S&P 500 ETF
IVV
$732B
$854K 0.08%
1,276
+215
IBDS icon
152
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.52B
$830K 0.07%
34,118
+25,247
HDB icon
153
HDFC Bank
HDB
$184B
$796K 0.07%
23,307
-353
EXLS icon
154
EXL Service
EXLS
$6.59B
$790K 0.07%
17,935
+1,039
HLNE icon
155
Hamilton Lane
HLNE
$5.86B
$775K 0.07%
5,747
+330
GE icon
156
GE Aerospace
GE
$304B
$754K 0.07%
2,505
-493
MSI icon
157
Motorola Solutions
MSI
$61.3B
$734K 0.06%
1,606
-9
COP icon
158
ConocoPhillips
COP
$120B
$726K 0.06%
7,678
+874
IBM icon
159
IBM
IBM
$290B
$725K 0.06%
2,571
-91
IBDR icon
160
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$712K 0.06%
+29,310
BKNG icon
161
Booking.com
BKNG
$170B
$707K 0.06%
131
+12
IWR icon
162
iShares Russell Mid-Cap ETF
IWR
$46.4B
$701K 0.06%
7,259
ANET icon
163
Arista Networks
ANET
$169B
$679K 0.06%
4,663
-758
SO icon
164
Southern Company
SO
$93.3B
$672K 0.06%
7,090
-251
IJH icon
165
iShares Core S&P Mid-Cap ETF
IJH
$103B
$672K 0.06%
10,291
-198
VCIT icon
166
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$665K 0.06%
7,903
-22
IUSG icon
167
iShares Core S&P US Growth ETF
IUSG
$26B
$654K 0.06%
3,977
WFC icon
168
Wells Fargo
WFC
$291B
$645K 0.06%
7,694
+392
DE icon
169
Deere & Co
DE
$129B
$627K 0.06%
1,372
IBKR icon
170
Interactive Brokers
IBKR
$29.4B
$624K 0.05%
9,073
+4,555
EMR icon
171
Emerson Electric
EMR
$78.4B
$612K 0.05%
4,666
+99
PSKY
172
Paramount Skydance Corp
PSKY
$15.6B
$594K 0.05%
+31,382
SMH icon
173
VanEck Semiconductor ETF
SMH
$35.7B
$591K 0.05%
1,811
GD icon
174
General Dynamics
GD
$92.2B
$587K 0.05%
1,720
+54
AMRC icon
175
Ameresco
AMRC
$1.7B
$581K 0.05%
+17,309
5 6
7
8 9