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
51
$4.72M 0.59%
11,059
+54
52
$4.68M 0.59%
2,976
-209
53
$4.37M 0.55%
157,730
-363
54
$4.18M 0.52%
10,216
-62
55
$4.07M 0.51%
60,422
+2,633
56
$3.92M 0.49%
76,492
-4,153
57
$3.91M 0.49%
27,744
+397
58
$3.91M 0.49%
13,220
+16
59
$3.9M 0.49%
50,044
+3,792
60
$3.66M 0.46%
33,680
-890
61
$3.49M 0.44%
12,741
+3,247
62
$3.18M 0.4%
60,465
-2,454
63
$3.17M 0.4%
8,227
-52
64
$3.09M 0.39%
4,896
-234
65
$3.07M 0.39%
30,712
-58
66
$3.05M 0.38%
49,737
+7,619
67
$3.01M 0.38%
15,237
+570
68
$2.92M 0.37%
84,120
+53
69
$2.9M 0.36%
19,663
+3,782
70
$2.87M 0.36%
10,950
-90
71
$2.85M 0.36%
75,528
-241,976
72
$2.83M 0.35%
18,250
+33
73
$2.81M 0.35%
21,043
+311
74
$2.66M 0.33%
26,848
-62
75
$2.61M 0.33%
7,327
-36
1 2
3
4 5