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
401
$153K 0.02%
+7,762
402
$153K 0.02%
1,983
-2
403
$153K 0.02%
9,941
-550
404
$152K 0.02%
190
405
$152K 0.02%
1,072
-1,262
406
$151K 0.02%
2,789
+181
407
$150K 0.02%
3,198
408
$150K 0.02%
434
-6
409
$149K 0.02%
680
+73
410
$148K 0.02%
1,314
411
$147K 0.02%
536
-55
412
$147K 0.02%
12,857
413
$143K 0.02%
1,857
414
$142K 0.02%
8,261
+7,985
415
$142K 0.02%
392
-22
416
$142K 0.02%
2,464
-6
417
$141K 0.02%
411
418
$141K 0.02%
1,924
419
$141K 0.02%
7,760
420
$141K 0.02%
3,130
421
$140K 0.02%
8,191
+25
422
$139K 0.02%
229
-49
423
$138K 0.02%
+1,111
424
$136K 0.02%
5,992
+3,572
425
$136K 0.02%
925
-39
15 16
17
18 19