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
251
$384K 0.05%
27,613
-2,679
252
$383K 0.05%
8,388
+220
253
$382K 0.05%
2,474
-641
254
$382K 0.05%
7,264
+2,248
255
$382K 0.05%
3,186
+23
256
$377K 0.05%
4,850
-198
257
$371K 0.05%
6,860
+10
258
$363K 0.05%
8,915
+4,565
259
$362K 0.05%
5,474
-106
260
$357K 0.05%
908
+1
261
$356K 0.05%
3,888
+2,727
262
$354K 0.05%
8,412
+141
263
$349K 0.05%
2,695
+18
264
$345K 0.05%
2,462
+1,221
265
$339K 0.05%
3,989
+55
266
$337K 0.05%
4,593
-156
267
$336K 0.05%
2,270
+134
268
$336K 0.05%
2,173
-201
269
$335K 0.04%
2,932
+9
270
$335K 0.04%
4,882
-9
271
$334K 0.04%
2,021
+502
272
$334K 0.04%
2,045
-5
273
$332K 0.04%
3,770
+63
274
$329K 0.04%
4,760
-3,704
275
$329K 0.04%
14,682
+12,036
9 10
11
12 13