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
451
$113K 0.01%
454
+105
452
$113K 0.01%
+2,253
453
$112K 0.01%
1,135
+318
454
$111K 0.01%
1,398
-21
455
$110K 0.01%
277
-81
456
$109K 0.01%
1,953
+112
457
$109K 0.01%
2,513
-337
458
$109K 0.01%
1,519
-181
459
$109K 0.01%
2,054
460
$108K 0.01%
7,532
-3,997
461
$108K 0.01%
367
462
$108K 0.01%
11,669
+8,941
463
$107K 0.01%
2,256
-688
464
$106K 0.01%
611
-159
465
$106K 0.01%
320
-12
466
$105K 0.01%
787
+121
467
$105K 0.01%
3,500
468
$104K 0.01%
1,489
469
$104K 0.01%
1,338
470
$104K 0.01%
1,166
+38
471
$103K 0.01%
4,772
472
$103K 0.01%
+2,407
473
$103K 0.01%
1,380
-22
474
$102K 0.01%
301
-2
475
$102K 0.01%
1,525
17 18
19
20 21