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
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$567K 0.05%
10,616
-634
UL icon
177
Unilever
UL
$142B
$560K 0.05%
9,448
-18
CLPT icon
178
ClearPoint Neuro
CLPT
$378M
$559K 0.05%
+25,639
MRVL icon
179
Marvell Technology
MRVL
$71.6B
$559K 0.05%
+6,644
D icon
180
Dominion Energy
D
$50.7B
$550K 0.05%
8,996
+2,035
ADI icon
181
Analog Devices
ADI
$137B
$547K 0.05%
2,226
-190
PFE icon
182
Pfizer
PFE
$147B
$547K 0.05%
21,465
-6,431
FDS icon
183
Factset
FDS
$10.9B
$545K 0.05%
1,902
+341
GLD icon
184
SPDR Gold Trust
GLD
$145B
$544K 0.05%
1,530
+494
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$76B
$531K 0.05%
2,797
-138
IBIT icon
186
iShares Bitcoin Trust
IBIT
$70.2B
$523K 0.05%
8,045
MO icon
187
Altria Group
MO
$98.6B
$522K 0.05%
7,905
-161
SYK icon
188
Stryker
SYK
$135B
$522K 0.05%
1,412
+138
AFL icon
189
Aflac
AFL
$57.7B
$521K 0.05%
4,665
+4
C icon
190
Citigroup
C
$200B
$519K 0.05%
5,118
-328
USMV icon
191
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$518K 0.05%
+5,441
VCR icon
192
Vanguard Consumer Discretionary ETF
VCR
$6.41B
$509K 0.04%
1,286
DHR icon
193
Danaher
DHR
$160B
$500K 0.04%
2,522
+9
ROK icon
194
Rockwell Automation
ROK
$45.5B
$498K 0.04%
1,425
+3
SOXX icon
195
iShares Semiconductor ETF
SOXX
$16.8B
$489K 0.04%
1,802
-2
BBAI icon
196
BigBear.ai
BBAI
$2.79B
$486K 0.04%
+74,465
VUG icon
197
Vanguard Growth ETF
VUG
$201B
$481K 0.04%
1,002
-84
MRK icon
198
Merck
MRK
$249B
$478K 0.04%
5,696
-903
INOD icon
199
Innodata
INOD
$1.67B
$478K 0.04%
+6,196
LZB icon
200
La-Z-Boy
LZB
$1.64B
$461K 0.04%
+13,445
6 7
8
9 10