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
$873M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$5.95M
3
+$3.86M
4
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.47M
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$2.46M

Top Sells

1
+$6.13M
2
+$5.3M
3
+$4.57M
4
CRWD icon
CrowdStrike
CRWD
+$2.42M
5
AMAT icon
Applied Materials
AMAT
+$1.98M

Sector Composition

1 Technology 30.6%
2 Healthcare 11.44%
3 Financials 11.04%
4 Consumer Discretionary 7.56%
5 Industrials 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$252K 0.03%
1,693
+263
277
$248K 0.03%
4,622
-485
278
$247K 0.03%
+1,413
279
$246K 0.03%
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280
$244K 0.03%
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281
$243K 0.03%
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282
$242K 0.03%
882
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283
$237K 0.03%
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284
$235K 0.03%
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285
$233K 0.03%
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286
$233K 0.03%
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287
$232K 0.03%
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288
$231K 0.03%
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289
$229K 0.03%
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290
$227K 0.03%
476
291
$225K 0.03%
4,351
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292
$225K 0.03%
813
293
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294
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295
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296
$218K 0.03%
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297
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298
$216K 0.02%
16,273
299
$216K 0.02%
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300
$212K 0.02%
+611
10 11
12
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