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
476
$108K 0.01%
4,640
+440
477
$108K 0.01%
3,466
-1,887
478
$108K 0.01%
3,311
479
$108K 0.01%
5,513
480
$107K 0.01%
2,736
-3,152
481
$107K 0.01%
344
-4
482
$106K 0.01%
1,610
483
$105K 0.01%
546
-41
484
$105K 0.01%
409
+26
485
$105K 0.01%
6,137
+297
486
$104K 0.01%
709
-23
487
$104K 0.01%
800
488
$104K 0.01%
2,078
+1,249
489
$104K 0.01%
600
490
$104K 0.01%
612
491
$103K 0.01%
2,718
492
$102K 0.01%
1,807
-36
493
$101K 0.01%
+2,643
494
$101K 0.01%
2,300
+2,216
495
$101K 0.01%
646
+18
496
$100K 0.01%
1,055
-1,003
497
$99K 0.01%
11,312
-3,157
498
$99K 0.01%
2,296
+2,213
499
$99K 0.01%
1,214
-20
500
$99K 0.01%
1,280
-10
18 19
20
21 22