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
276
$326K 0.04%
1,844
-790
277
$325K 0.04%
3,691
-3,472
278
$321K 0.04%
6,103
-330
279
$319K 0.04%
4,770
-3
280
$319K 0.04%
9,652
281
$314K 0.04%
11,888
-478
282
$309K 0.04%
5,286
-87
283
$309K 0.04%
1,732
-15
284
$308K 0.04%
1,078
285
$299K 0.04%
7,573
+43
286
$296K 0.04%
2,107
+415
287
$296K 0.04%
4,971
+18
288
$296K 0.04%
739
-156
289
$295K 0.04%
644
290
$295K 0.04%
1,476
-136
291
$293K 0.04%
7,454
+1,020
292
$293K 0.04%
16,601
-4,653
293
$291K 0.04%
4,940
+45
294
$288K 0.04%
3,889
+1,101
295
$288K 0.04%
3,528
-3,915
296
$287K 0.04%
1,564
-489
297
$282K 0.04%
1,400
-137
298
$281K 0.04%
8,894
-3,874
299
$281K 0.04%
32,777
-62,300
300
$277K 0.04%
1,879
-2,887
10 11
12
13 14