FFP

FourThought Financial Partners Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.99%
This Quarter Est. Return
1 Year Est. Return
+20.99%
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
+$2.88M
2
+$2.24M
3
+$2.16M
4
CMCSA icon
Comcast
CMCSA
+$2.09M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$2.02M

Top Sells

1
+$9.12M
2
+$2.03M
3
+$1.21M
4
CRWD icon
CrowdStrike
CRWD
+$1.09M
5
AMAT icon
Applied Materials
AMAT
+$893K

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%
3,562
+58
279
$238K 0.03%
3,125
-152
280
$236K 0.03%
27,673
+2,552
281
$235K 0.03%
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282
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5,845
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283
$233K 0.03%
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284
$233K 0.03%
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285
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286
$231K 0.03%
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287
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288
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13,797
-3,249
289
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290
$228K 0.03%
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291
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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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+798
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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