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

Top Buys

1
+$5.71M
2
+$5.45M
3
+$3.84M
4
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$2.44M
5
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
+$2.42M

Top Sells

1
+$5.41M
2
+$5.05M
3
+$4.45M
4
CRWD icon
CrowdStrike
CRWD
+$2.31M
5
AMAT icon
Applied Materials
AMAT
+$1.76M

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
326
$30.4K ﹤0.01%
46,000
327
$29.9K ﹤0.01%
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328
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