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
401
$137K 0.02%
1,770
-380
402
$136K 0.02%
748
403
$136K 0.02%
1,844
-13
404
$135K 0.02%
3,220
+7
405
$135K 0.02%
2,471
+1,285
406
$135K 0.02%
1,610
407
$134K 0.02%
1,005
+1,001
408
$134K 0.02%
245
+47
409
$131K 0.02%
176
+10
410
$131K 0.02%
1,058
+152
411
$130K 0.02%
600
-165
412
$129K 0.02%
3,532
+1,070
413
$129K 0.02%
1,439
-76
414
$129K 0.02%
607
+130
415
$127K 0.02%
2,210
+164
416
$127K 0.02%
1,705
+180
417
$127K 0.02%
3,272
+371
418
$126K 0.02%
2,264
419
$126K 0.02%
1,870
-583
420
$126K 0.02%
1,671
421
$125K 0.02%
880
+328
422
$125K 0.02%
645
+65
423
$125K 0.02%
2,748
-577
424
$124K 0.02%
11,542
-3,700
425
$123K 0.02%
1,000
15 16
17
18 19