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
26
$9.16M 1.15%
31,793
-1,081
27
$9.13M 1.14%
40,379
-390
28
$8.35M 1.05%
15,868
-168
29
$8.33M 1.04%
59,612
-195
30
$8.13M 1.02%
160,955
+297
31
$8.13M 1.02%
17,367
-71
32
$8.09M 1.01%
163,420
+2,820
33
$7.4M 0.93%
47,220
+77
34
$7.21M 0.9%
9,522
+1,016
35
$7.02M 0.88%
43,319
-5,513
36
$6.96M 0.87%
61,904
-2,265
37
$6.88M 0.86%
9,733
+58
38
$6.67M 0.84%
25,364
-2,990
39
$6.59M 0.83%
122,409
+53,511
40
$6.32M 0.79%
80,763
-4,959
41
$6.13M 0.77%
29,212
+727
42
$5.87M 0.74%
40,071
-1,436
43
$5.45M 0.68%
9,130
-707
44
$5.4M 0.68%
36,413
-1,000
45
$5.36M 0.67%
8,574
-564
46
$5.21M 0.65%
50,057
+7,405
47
$5.2M 0.65%
21,368
+1,186
48
$5M 0.63%
9,415
-276
49
$4.91M 0.62%
34,465
-809
50
$4.76M 0.6%
18,644
-4,255
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