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
101
$1.83M 0.21%
84,920
+3,835
102
$1.76M 0.2%
3,347
103
$1.72M 0.2%
2,211
-682
104
$1.66M 0.19%
42,494
+839
105
$1.59M 0.18%
38,282
+3,279
106
$1.53M 0.18%
13,260
-234
107
$1.52M 0.17%
2,909
-472
108
$1.5M 0.17%
39,222
+6,539
109
$1.49M 0.17%
6,252
-636
110
$1.3M 0.15%
5,210
+1
111
$1.28M 0.15%
7,794
-170
112
$1.25M 0.14%
16,545
113
$1.23M 0.14%
12,046
+319
114
$1.19M 0.14%
4,109
+63
115
$1.19M 0.14%
5,582
-213
116
$1.16M 0.13%
4,462
+20
117
$1.14M 0.13%
4,028
+11
118
$1.13M 0.13%
4,597
-8
119
$1.12M 0.13%
9,928
-367
120
$1.1M 0.13%
17,021
+243
121
$1.09M 0.12%
6,006
+483
122
$1.09M 0.12%
8,497
+476
123
$1.09M 0.12%
10,637
+1,264
124
$1.06M 0.12%
4,319
-64
125
$1.03M 0.12%
1,924
-13
3 4
5
6 7