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
26
$9.41M 1.08%
24,534
-13,826
27
$9.17M 1.05%
9,447
-75
28
$8.94M 1.02%
59,216
-396
29
$8.81M 1.01%
31,001
-792
30
$8.62M 0.99%
18,016
+649
31
$8.41M 0.96%
16,994
+1,126
32
$8.35M 0.96%
167,242
+6,287
33
$7.78M 0.89%
49,156
+1,936
34
$7.73M 0.89%
47,297
-37,506
35
$7.61M 0.87%
70,264
+8,360
36
$7.59M 0.87%
92,534
+11,771
37
$7.42M 0.85%
9,729
-4
38
$7.25M 0.83%
35,993
-420
39
$7.2M 0.82%
23,902
-1,462
40
$6.97M 0.8%
51,229
+1,172
41
$6.95M 0.8%
33,715
-9,604
42
$6.62M 0.76%
37,360
+2,895
43
$6.6M 0.76%
40,650
+579
44
$6.41M 0.73%
31,241
+2,029
45
$6.01M 0.69%
88,743
+28,321
46
$5.45M 0.62%
8,385
-189
47
$5.41M 0.62%
9,301
-114
48
$5.37M 0.62%
20,632
-736
49
$5.36M 0.61%
92,386
-30,023
50
$5.28M 0.61%
97,388
+20,896
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