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
201
$461K 0.04%
7,584
-291
202
$457K 0.04%
1,472
+747
203
$446K 0.04%
3,429
+1,562
204
$445K 0.04%
+6,072
205
$441K 0.04%
3,566
+1
206
$440K 0.04%
+3,415
207
$437K 0.04%
2,099
+123
208
$434K 0.04%
9,615
+284
209
$433K 0.04%
1,027
+302
210
$433K 0.04%
704
+81
211
$432K 0.04%
+328
212
$427K 0.04%
4,274
-611
213
$421K 0.04%
+3,108
214
$420K 0.04%
7,160
-219
215
$414K 0.04%
2,031
+507
216
$409K 0.04%
1,896
-67
217
$405K 0.04%
+5,301
218
$402K 0.04%
+19,237
219
$400K 0.04%
2,048
+488
220
$398K 0.04%
1,611
-121
221
$395K 0.03%
1,056
-35
222
$394K 0.03%
+10,847
223
$391K 0.03%
3,412
-409
224
$390K 0.03%
1,498
+739
225
$387K 0.03%
+25,935
7 8
9
10 11