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
151
$738K 0.09%
6,612
+273
152
$733K 0.09%
41,886
+353
153
$728K 0.09%
3,236
-362
154
$714K 0.09%
51,175
+424
155
$713K 0.09%
3,238
-73
156
$706K 0.09%
4,553
-110
157
$695K 0.09%
20,651
-75
158
$694K 0.09%
33,504
-400
159
$690K 0.09%
3,486
-103
160
$687K 0.09%
60,676
+1,132
161
$677K 0.08%
9,649
-1,106
162
$673K 0.08%
6,220
-202
163
$667K 0.08%
7,932
+1,807
164
$663K 0.08%
2,279
-36
165
$640K 0.08%
2,785
+2
166
$636K 0.08%
22,680
-433
167
$635K 0.08%
12,642
-696
168
$626K 0.08%
1,312
-38
169
$625K 0.08%
12,189
-7
170
$624K 0.08%
6,186
-318
171
$620K 0.08%
706
-12
172
$615K 0.08%
55,506
-1,272
173
$611K 0.08%
6,508
-28
174
$610K 0.08%
1,526
-151
175
$600K 0.08%
6,382
+1
5 6
7
8 9