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
351
$193K 0.03%
2,486
-6
352
$193K 0.03%
6,609
-1,090
353
$191K 0.03%
3,215
-436
354
$191K 0.03%
1,000
355
$190K 0.03%
+3,882
356
$190K 0.03%
41,000
+40,000
357
$189K 0.03%
12,743
-1,000
358
$189K 0.03%
1,752
359
$189K 0.03%
5,552
-12
360
$189K 0.03%
988
-86
361
$189K 0.03%
+12,872
362
$188K 0.03%
1,767
+297
363
$186K 0.02%
+5,014
364
$186K 0.02%
+2,137
365
$185K 0.02%
+4,252
366
$185K 0.02%
3,260
-2,845
367
$184K 0.02%
4,911
-233
368
$183K 0.02%
3,782
+1,359
369
$182K 0.02%
2,600
-113
370
$182K 0.02%
3,728
371
$179K 0.02%
10,902
+7,650
372
$178K 0.02%
624
-24
373
$177K 0.02%
906
374
$175K 0.02%
857
375
$175K 0.02%
2,601
13 14
15
16 17