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
126
$1.02M 0.12%
39,349
+8,934
127
$1.02M 0.12%
5,923
+1,462
128
$1.01M 0.12%
74,451
+18,646
129
$1M 0.12%
2,517
-67
130
$998K 0.11%
13,023
-12
131
$996K 0.11%
63,337
+546
132
$980K 0.11%
+18,148
133
$965K 0.11%
34,560
+1,056
134
$954K 0.11%
5,716
+278
135
$943K 0.11%
116,141
+1,910
136
$940K 0.11%
9,983
-296
137
$937K 0.11%
2,807
+528
138
$931K 0.11%
+29,289
139
$930K 0.11%
7,304
+368
140
$923K 0.11%
13,853
+1,062
141
$905K 0.1%
33,646
+10,966
142
$896K 0.1%
22,460
143
$895K 0.1%
32,238
-686
144
$892K 0.1%
6,807
+587
145
$886K 0.1%
6,337
-90
146
$883K 0.1%
6,876
+1,413
147
$879K 0.1%
6,503
+22
148
$870K 0.1%
4,412
-612
149
$857K 0.1%
4,692
-72
150
$851K 0.1%
5,873
-265
4 5
6
7 8