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
76
$2.59M 0.32%
19,218
-747
77
$2.58M 0.32%
12,957
-143
78
$2.52M 0.32%
43,291
+38,563
79
$2.47M 0.31%
49,271
-14,421
80
$2.45M 0.31%
92,792
+4,532
81
$2.4M 0.3%
17,713
-5,746
82
$2.4M 0.3%
41,751
-1,236
83
$2.33M 0.29%
54,280
+2,775
84
$2.17M 0.27%
4
85
$2.16M 0.27%
+3,822
86
$2.13M 0.27%
29,386
-53
87
$2.1M 0.26%
41,140
+2,701
88
$2.04M 0.26%
17,720
+13,621
89
$2.02M 0.25%
+230,564
90
$1.97M 0.25%
20,322
+191
91
$1.94M 0.24%
115,400
-3,873
92
$1.84M 0.23%
5,206
-179
93
$1.83M 0.23%
13,045
+2
94
$1.82M 0.23%
13,931
-247
95
$1.81M 0.23%
29,582
-4,022
96
$1.77M 0.22%
81,085
+730
97
$1.69M 0.21%
2,893
+4
98
$1.62M 0.2%
3,347
-99
99
$1.61M 0.2%
3,381
+993
100
$1.49M 0.19%
6,888
+714
2 3
4
5 6