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
101
$1.45M 0.18%
41,655
-93
102
$1.42M 0.18%
13,494
+257
103
$1.38M 0.17%
4,209
-189
104
$1.35M 0.17%
23,076
+14,945
105
$1.31M 0.16%
16,807
-1,156
106
$1.29M 0.16%
35,003
+3,867
107
$1.26M 0.16%
16,545
+7,543
108
$1.24M 0.16%
88,725
-1,627
109
$1.22M 0.15%
32,683
+423
110
$1.21M 0.15%
60,207
-573
111
$1.21M 0.15%
5,209
+61
112
$1.19M 0.15%
4,017
+83
113
$1.18M 0.15%
5,523
-197
114
$1.17M 0.15%
7,964
-639
115
$1.17M 0.15%
10,295
-433
116
$1.13M 0.14%
4,605
-201
117
$1.12M 0.14%
11,727
+264
118
$1.09M 0.14%
4,383
-125
119
$1.07M 0.13%
5,438
-400
120
$1.05M 0.13%
4,442
-199
121
$1.05M 0.13%
16,778
-294
122
$1.04M 0.13%
5,795
-97
123
$1.02M 0.13%
4,046
+2
124
$1M 0.13%
13,035
+96
125
$997K 0.13%
112,244
-3,818
3 4
5
6 7