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
376
$151K 0.02%
1,355
-48
377
$151K 0.02%
5,844
+1,316
378
$150K 0.02%
4,771
-110
379
$149K 0.02%
4,864
-569
380
$149K 0.02%
462
381
$148K 0.02%
19,122
+5,228
382
$148K 0.02%
1,716
+1,611
383
$147K 0.02%
1,009
+96
384
$146K 0.02%
706
385
$146K 0.02%
12,857
386
$145K 0.02%
2,562
387
$145K 0.02%
7,760
388
$145K 0.02%
2,386
-623
389
$144K 0.02%
908
390
$144K 0.02%
2,442
391
$143K 0.02%
820
392
$143K 0.02%
411
393
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$143K 0.02%
3,235
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$142K 0.02%
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396
$141K 0.02%
1,833
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397
$141K 0.02%
774
398
$140K 0.02%
2,890
+8
399
$139K 0.02%
4,429
400
$139K 0.02%
448
14 15
16
17 18