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
376
$174K 0.02%
768
-1,014
377
$171K 0.02%
2,430
378
$171K 0.02%
1,780
-54
379
$166K 0.02%
2,686
-3,199
380
$165K 0.02%
1,761
+200
381
$164K 0.02%
+1,474
382
$163K 0.02%
1,198
-56
383
$162K 0.02%
461
+8
384
$162K 0.02%
2,903
+1,651
385
$161K 0.02%
6,600
386
$160K 0.02%
1,965
+1,218
387
$159K 0.02%
+2,143
388
$158K 0.02%
909
-40
389
$158K 0.02%
+5,546
390
$158K 0.02%
+5,679
391
$157K 0.02%
523
-18
392
$157K 0.02%
644
393
$157K 0.02%
+3,811
394
$156K 0.02%
4,272
+54
395
$155K 0.02%
10,395
-452
396
$155K 0.02%
408
397
$155K 0.02%
3,328
+481
398
$154K 0.02%
1,809
+237
399
$154K 0.02%
448
400
$153K 0.02%
4,668
-40
14 15
16
17 18