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
426
$136K 0.02%
5,643
+4,825
427
$135K 0.02%
1,162
-22
428
$135K 0.02%
2,196
429
$134K 0.02%
932
-9
430
$134K 0.02%
3,594
-2,699
431
$133K 0.02%
5,118
432
$133K 0.02%
2,503
-51
433
$132K 0.02%
3,101
-61
434
$132K 0.02%
4,681
435
$130K 0.02%
+1,613
436
$128K 0.02%
2,239
-916
437
$128K 0.02%
890
438
$127K 0.02%
539
-13
439
$125K 0.02%
597
-24
440
$125K 0.02%
5,324
+5,180
441
$125K 0.02%
535
-475
442
$124K 0.02%
642
-22
443
$124K 0.02%
2,218
-429
444
$124K 0.02%
1,483
-14
445
$124K 0.02%
551
446
$123K 0.02%
9,802
-2,833
447
$122K 0.02%
2,457
448
$121K 0.02%
1,360
+691
449
$120K 0.02%
4,519
-64
450
$119K 0.02%
2,026
-23
16 17
18
19 20