FFP

FourThought Financial Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
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
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$25.7B
$567K 0.05%
10,616
-634
UL icon
177
Unilever
UL
$131B
$560K 0.05%
8,398
-16
CLPT icon
178
ClearPoint Neuro
CLPT
$279M
$559K 0.05%
+25,639
MRVL icon
179
Marvell Technology
MRVL
$85.4B
$559K 0.05%
+6,644
D icon
180
Dominion Energy
D
$53.5B
$550K 0.05%
8,996
+2,035
ADI icon
181
Analog Devices
ADI
$153B
$547K 0.05%
2,226
-190
PFE icon
182
Pfizer
PFE
$157B
$547K 0.05%
21,465
-6,431
FDS icon
183
Factset
FDS
$7.28B
$545K 0.05%
1,902
+341
GLD icon
184
SPDR Gold Trust
GLD
$149B
$544K 0.05%
1,530
+494
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$83.7B
$531K 0.05%
2,797
-138
IBIT icon
186
iShares Bitcoin Trust
IBIT
$53.8B
$523K 0.05%
8,045
MO icon
187
Altria Group
MO
$108B
$522K 0.05%
7,905
-161
SYK icon
188
Stryker
SYK
$127B
$522K 0.05%
1,412
+138
AFL icon
189
Aflac
AFL
$55.7B
$521K 0.05%
4,665
+4
C icon
190
Citigroup
C
$197B
$519K 0.05%
5,118
-328
USMV icon
191
iShares MSCI USA Min Vol Factor ETF
USMV
$22.4B
$518K 0.05%
+5,441
VCR icon
192
Vanguard Consumer Discretionary ETF
VCR
$5.65B
$509K 0.04%
1,286
DHR icon
193
Danaher
DHR
$133B
$500K 0.04%
2,522
+9
ROK icon
194
Rockwell Automation
ROK
$39.9B
$498K 0.04%
1,425
+3
SOXX icon
195
iShares Semiconductor ETF
SOXX
$20.5B
$489K 0.04%
1,802
-2
BBAI icon
196
BigBear.ai
BBAI
$1.58B
$486K 0.04%
+74,465
VUG icon
197
Vanguard Growth ETF
VUG
$184B
$481K 0.04%
1,002
-84
MRK icon
198
Merck
MRK
$294B
$478K 0.04%
5,696
-903
INOD icon
199
Innodata
INOD
$1.34B
$478K 0.04%
+6,196
LZB icon
200
La-Z-Boy
LZB
$1.33B
$461K 0.04%
+13,445
6 7
8
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