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
26
$8.32M 1.05%
154,300
+1,820
27
$8.25M 1.04%
18,454
+593
28
$7.74M 0.98%
106,799
+6,718
29
$7.23M 0.91%
145,842
+12,383
30
$6.87M 0.87%
49,340
+12,920
31
$6.61M 0.84%
43,039
+1,995
32
$6.57M 0.83%
18,119
+10,356
33
$6.55M 0.83%
15,788
+14,878
34
$6.02M 0.76%
45,630
+1,504
35
$5.71M 0.72%
66,001
+3,925
36
$5.37M 0.68%
40,055
+39,615
37
$5.33M 0.67%
24,906
+11,153
38
$5.29M 0.67%
57,953
+55,376
39
$5.2M 0.66%
71,280
40
$4.98M 0.63%
22,305
+1,474
41
$4.88M 0.62%
10,132
-1,637
42
$4.8M 0.61%
19,295
+2,181
43
$4.54M 0.57%
12,662
+523
44
$4.53M 0.57%
27,833
+6,364
45
$4.51M 0.57%
9,841
+1,786
46
$4.48M 0.57%
83,848
-151
47
$4.45M 0.56%
78,466
+15,610
48
$4.42M 0.56%
19,419
+13,205
49
$4.26M 0.54%
64,105
+10,297
50
$4.2M 0.53%
7,516
+971
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