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
451
$119K 0.02%
+1,817
452
$119K 0.02%
790
+1
453
$119K 0.02%
1,476
454
$118K 0.02%
+3,161
455
$118K 0.02%
1,582
-186
456
$118K 0.02%
2,256
-216
457
$118K 0.02%
1,028
+16
458
$117K 0.02%
+758
459
$115K 0.02%
3,816
-576
460
$115K 0.02%
2,073
-82
461
$115K 0.02%
774
462
$114K 0.02%
820
463
$114K 0.02%
1,623
+213
464
$114K 0.02%
1,192
+16
465
$113K 0.02%
+740
466
$113K 0.02%
7,901
-452
467
$112K 0.02%
+2,771
468
$112K 0.02%
1,354
469
$111K 0.01%
2,507
-1
470
$111K 0.01%
2,549
-65
471
$110K 0.01%
1,519
-3,613
472
$109K 0.01%
+3,250
473
$109K 0.01%
1,338
474
$109K 0.01%
3,500
475
$108K 0.01%
1,285
-36
17 18
19
20 21