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
301
$212K 0.02%
1,737
-134
302
$211K 0.02%
3,554
303
$209K 0.02%
+4,437
304
$208K 0.02%
+2,095
305
$207K 0.02%
+565
306
$206K 0.02%
+1,001
307
$206K 0.02%
1,508
308
$205K 0.02%
+1,038
309
$203K 0.02%
11,565
+13
310
$202K 0.02%
1,272
-4,914
311
$202K 0.02%
874
-160
312
$200K 0.02%
+1,471
313
$200K 0.02%
+9,610
314
$197K 0.02%
+11,345
315
$195K 0.02%
12,333
316
$193K 0.02%
13,047
-750
317
$191K 0.02%
10,235
318
$186K 0.02%
16,421
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319
$179K 0.02%
+11,143
320
$169K 0.02%
10,524
321
$122K 0.01%
12,857
322
$91.6K 0.01%
9,486
323
$81.4K 0.01%
13,458
324
$32K ﹤0.01%
10,990
325
$31.4K ﹤0.01%
15,555
-6,457
10 11 12
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