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
$797M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.04M
3
+$2.03M
4
MSCI icon
MSCI
MSCI
+$1.97M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$1.93M

Top Sells

1
+$8.56M
2
+$2.03M
3
+$1.19M
4
CRWD icon
CrowdStrike
CRWD
+$891K
5
AMAT icon
Applied Materials
AMAT
+$810K

Sector Composition

1 Technology 30.64%
2 Healthcare 11.35%
3 Financials 10.63%
4 Consumer Discretionary 7.95%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$242K 0.03%
813
277
$240K 0.03%
2,516
-249
278
$239K 0.03%
7,124
+116
279
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-152
280
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27,673
+2,552
281
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282
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283
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284
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4,093
-118
285
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-33
286
$231K 0.03%
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287
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288
$229K 0.03%
13,797
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289
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290
$228K 0.03%
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291
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292
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293
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32,311
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294
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295
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296
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297
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+1,552
298
$217K 0.03%
+1,400
299
$215K 0.03%
+476
300
$214K 0.03%
+1,015
10 11
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