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
301
$213K 0.03%
+1,424
302
$213K 0.03%
7,268
-60
303
$208K 0.03%
+6,774
304
$208K 0.03%
+1,508
305
$205K 0.03%
1,990
-778
306
$205K 0.03%
1,034
-741
307
$205K 0.03%
+3,554
308
$204K 0.03%
+772
309
$201K 0.03%
1,871
-70
310
$201K 0.03%
+1,045
311
$201K 0.03%
+362
312
$198K 0.02%
16,273
-2,861
313
$190K 0.02%
10,235
314
$188K 0.02%
+10,524
315
$178K 0.02%
12,333
+2,000
316
$175K 0.02%
11,552
317
$172K 0.02%
11,676
+385
318
$124K 0.02%
12,857
319
$77.5K 0.01%
13,458
320
$43.6K 0.01%
22,012
-3,923
321
$37.7K ﹤0.01%
10,990
+985
322
$34.8K ﹤0.01%
46,000
323
– –
-11,961
324
– –
-3,947
325
– –
-10,134
10 11 12
13
14