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
76
$2.82M 0.32%
10,504
-446
77
$2.8M 0.32%
21,526
+483
78
$2.8M 0.32%
95,858
+3,066
79
$2.78M 0.32%
28,434
+1,586
80
$2.71M 0.31%
5,583
+377
81
$2.69M 0.31%
18,677
-541
82
$2.69M 0.31%
15,886
+649
83
$2.59M 0.3%
4,614
+792
84
$2.54M 0.29%
4
85
$2.48M 0.28%
18,579
+866
86
$2.47M 0.28%
+96,279
87
$2.46M 0.28%
+109,516
88
$2.43M 0.28%
44,860
+3,109
89
$2.37M 0.27%
236,589
+6,025
90
$2.26M 0.26%
13,045
91
$2.25M 0.26%
44,503
-4,768
92
$2.2M 0.25%
32,219
+9,143
93
$2.11M 0.24%
13,075
+118
94
$2.08M 0.24%
118,420
+3,020
95
$2.04M 0.23%
38,196
-2,944
96
$1.98M 0.23%
20,449
+127
97
$1.93M 0.22%
13,931
98
$1.88M 0.22%
17,749
+29
99
$1.87M 0.21%
29,007
-575
100
$1.84M 0.21%
4,442
+233
2 3
4
5 6