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
1
$44.8M 5.14%
106,589
+513
2
$30.5M 3.5%
177,904
+1,253
3
$21.6M 2.47%
162,930
-5,880
4
$21.3M 2.44%
333,616
+93,076
5
$18.9M 2.17%
194,630
-5,680
6
$18.5M 2.12%
93,562
+4,376
7
$16.3M 1.87%
58,408
-474
8
$16.2M 1.86%
80,923
+901
9
$16.2M 1.85%
102,432
+37,840
10
$16.1M 1.85%
371,822
+89,102
11
$16.1M 1.84%
141,382
+4,692
12
$15.2M 1.74%
59,675
+1,363
13
$14M 1.61%
30,831
-2,154
14
$13.5M 1.55%
155,424
+16,263
15
$13.5M 1.55%
77,226
+311
16
$13.5M 1.54%
148,980
-14,440
17
$12.7M 1.45%
72,803
+3,668
18
$12.6M 1.44%
69,841
-1,054
19
$12.5M 1.43%
15,014
+144
20
$12.5M 1.43%
73,660
-662
21
$12.1M 1.38%
25,141
+2,675
22
$11.7M 1.34%
48,150
+7,541
23
$11.3M 1.3%
32,638
+1,369
24
$10.4M 1.2%
40,265
-114
25
$10.1M 1.16%
13,794
-6,238
1
2 3 4 5