FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
-12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$4.2M
3
+$2.82M
4
LMT icon
Lockheed Martin
LMT
+$2.71M
5
SNOW icon
Snowflake
SNOW
+$2.03M

Top Sells

1
+$4.09M
2
+$4.02M
3
+$2.11M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.96M
5
JPM icon
JPMorgan Chase
JPM
+$1.92M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.8%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$441K 0.06%
2,863
+42
227
$440K 0.06%
5,300
+1,045
228
$440K 0.06%
5,118
+3,063
229
$439K 0.06%
7,169
-29
230
$435K 0.06%
824
-133
231
$435K 0.06%
4,901
-1,188
232
$427K 0.06%
3,786
-11
233
$425K 0.06%
2,260
+72
234
$423K 0.06%
15,890
+2,141
235
$411K 0.06%
5,344
+169
236
$407K 0.05%
6,698
-3,392
237
$407K 0.05%
2,819
-1,089
238
$403K 0.05%
12,587
-2,752
239
$400K 0.05%
4,735
-331
240
$397K 0.05%
3,837
-51
241
$397K 0.05%
3,837
242
$396K 0.05%
12,357
-6,348
243
$393K 0.05%
959
-40
244
$391K 0.05%
6,420
+7
245
$391K 0.05%
2,594
-1,950
246
$388K 0.05%
3,380
-1,647
247
$388K 0.05%
41,237
+16,177
248
$388K 0.05%
23,612
-5,548
249
$388K 0.05%
7,126
-3,823
250
$387K 0.05%
2,030
-566
8 9
10
11 12