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
$790M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.31M
3
+$5.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.75M
5
CRWD icon
CrowdStrike
CRWD
+$3.01M

Top Sells

1
+$7.05M
2
+$6.35M
3
+$3.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.78M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M

Sector Composition

1 Technology 26.15%
2 Financials 11.04%
3 Healthcare 10.55%
4 Consumer Discretionary 7.82%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$182K 0.02%
3,131
+854
352
$180K 0.02%
3,493
-773
353
$179K 0.02%
5,584
-859
354
$178K 0.02%
4,970
+148
355
$177K 0.02%
3,113
+2,400
356
$176K 0.02%
906
357
$175K 0.02%
683
+129
358
$175K 0.02%
+608
359
$172K 0.02%
3,298
-359
360
$172K 0.02%
1,593
+437
361
$172K 0.02%
1,154
362
$171K 0.02%
1,742
-773
363
$171K 0.02%
1,267
+31
364
$169K 0.02%
1,000
+275
365
$167K 0.02%
6,346
366
$166K 0.02%
1,707
-32
367
$164K 0.02%
1,512
-7
368
$164K 0.02%
2,067
-1,045
369
$159K 0.02%
+325
370
$159K 0.02%
2,823
+45
371
$158K 0.02%
770
+300
372
$158K 0.02%
3,424
+1,002
373
$158K 0.02%
2,657
+245
374
$151K 0.02%
4,824
+420
375
$151K 0.02%
770
+1
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