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
126
$979K 0.12%
21,528
127
$970K 0.12%
12,791
-774
128
$968K 0.12%
4,461
+61
129
$966K 0.12%
9,373
-243
130
$962K 0.12%
8,021
-520
131
$959K 0.12%
10,279
-291
132
$948K 0.12%
32,924
+146
133
$923K 0.12%
114,231
-615
134
$922K 0.12%
5,024
+213
135
$918K 0.12%
6,138
-182
136
$902K 0.11%
16,400
-573
137
$897K 0.11%
1,937
-23
138
$892K 0.11%
14,412
-2,615
139
$878K 0.11%
6,427
140
$872K 0.11%
2,584
+15
141
$867K 0.11%
62,791
+3,496
142
$855K 0.11%
37,120
143
$828K 0.1%
3,176
-218
144
$810K 0.1%
22,460
145
$805K 0.1%
6,936
+17
146
$803K 0.1%
4,764
-471
147
$787K 0.1%
55,805
-2,112
148
$772K 0.1%
7,324
-11,454
149
$766K 0.1%
6,481
-274
150
$764K 0.1%
30,415
-55
4 5
6
7 8