FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
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%
+5,679
390
$158K 0.02%
+5,546
391
$157K 0.02%
644
392
$157K 0.02%
+3,811
393
$157K 0.02%
523
-18
394
$156K 0.02%
4,272
+54
395
$155K 0.02%
408
396
$155K 0.02%
10,395
-452
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