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
426
$122K 0.02%
2,755
-369
427
$121K 0.02%
1,589
+1,026
428
$121K 0.02%
8,267
+18
429
$120K 0.02%
1,810
-714
430
$119K 0.02%
730
+78
431
$119K 0.02%
623
+27
432
$119K 0.02%
344
433
$119K 0.02%
3,108
434
$119K 0.02%
799
435
$118K 0.01%
3,671
+839
436
$117K 0.01%
2,859
+93
437
$117K 0.01%
1,354
438
$117K 0.01%
2,718
439
$117K 0.01%
1,276
-117
440
$115K 0.01%
691
+45
441
$115K 0.01%
1,729
-154
442
$115K 0.01%
1,478
-149
443
$115K 0.01%
768
444
$114K 0.01%
2,350
-11
445
$114K 0.01%
242
+24
446
$114K 0.01%
2,353
+357
447
$114K 0.01%
1,049
+493
448
$113K 0.01%
1,970
-165
449
$113K 0.01%
1,901
-339
450
$113K 0.01%
2,457
16 17
18
19 20