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
51
$5.25M 0.6%
10,912
-147
52
$5.17M 0.59%
174,931
+17,201
53
$4.89M 0.56%
73,011
+23,274
54
$4.85M 0.56%
13,237
+17
55
$4.84M 0.55%
10,901
+685
56
$4.61M 0.53%
9,129
-1
57
$4.46M 0.51%
2,949
-27
58
$4.21M 0.48%
48,605
-1,439
59
$4.08M 0.47%
26,821
-923
60
$3.95M 0.45%
12,060
-681
61
$3.66M 0.42%
60,752
+287
62
$3.58M 0.41%
30,810
+98
63
$3.56M 0.41%
11,111
-7,533
64
$3.51M 0.4%
19,427
-236
65
$3.36M 0.39%
8,052
-175
66
$3.32M 0.38%
18,205
-45
67
$3.3M 0.38%
4,864
-32
68
$3.25M 0.37%
34,563
+883
69
$3.17M 0.36%
85,554
+1,434
70
$3.13M 0.36%
54,046
+37,646
71
$3.09M 0.35%
59,000
+4,720
72
$3.08M 0.35%
73,449
-2,079
73
$3.06M 0.35%
7,271
-56
74
$3.05M 0.35%
38,847
+9,461
75
$3.05M 0.35%
48,278
+4,987
1 2
3
4 5