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
1
$59.5M 5.23%
114,906
-1,085
2
$48.2M 4.24%
146,212
-3,838
3
$36.5M 3.21%
195,407
-4,333
4
$25.6M 2.25%
133,043
+5,376
5
$25.3M 2.23%
99,500
-4,174
6
$22.9M 2.01%
72,479
-1,778
7
$22.2M 1.95%
36,220
+5,141
8
$21.1M 1.85%
135,643
+3,081
9
$20.7M 1.82%
60,519
+565
10
$18.6M 1.64%
17,271
-54
11
$18.2M 1.6%
83,102
+2,331
12
$17.6M 1.54%
232,751
+2,359
13
$17.5M 1.54%
124,776
+7,404
14
$17M 1.5%
178,655
-1,096
15
$16.3M 1.44%
121,883
-1,695
16
$15.7M 1.38%
31,500
+602
17
$15.5M 1.36%
61,663
-472
18
$15.4M 1.35%
15,890
+1,592
19
$15M 1.32%
61,747
-15,010
20
$14.8M 1.31%
24,370
-388
21
$14.6M 1.28%
121,256
+11,409
22
$13.8M 1.22%
75,372
+585
23
$13.1M 1.15%
146,204
+23,328
24
$12.8M 1.13%
11,010
+199
25
$12.6M 1.11%
45,110
-3,581
1
2 3 4 5