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
151
$845K 0.1%
37,120
152
$838K 0.1%
4,340
+1,164
153
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3,366
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154
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155
$823K 0.09%
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156
$803K 0.09%
15,425
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157
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8,051
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158
$783K 0.09%
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159
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42,478
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160
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161
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162
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163
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164
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13,181
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166
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6,415
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$623K 0.07%
1,756
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