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
476
$101K 0.01%
+378
477
$99K 0.01%
1,144
+188
478
$99K 0.01%
562
-2
479
$98K 0.01%
225
+49
480
$98K 0.01%
1,578
+292
481
$98K 0.01%
2,261
482
$97K 0.01%
895
+245
483
$97K 0.01%
598
+573
484
$96K 0.01%
1,367
-62
485
$96K 0.01%
3,096
+619
486
$96K 0.01%
468
+159
487
$96K 0.01%
2,577
+334
488
$95K 0.01%
+1,731
489
$94K 0.01%
919
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490
$93K 0.01%
1,728
+129
491
$93K 0.01%
753
-892
492
$93K 0.01%
2,724
+1,360
493
$92K 0.01%
3,100
494
$91K 0.01%
1,128
-920
495
$91K 0.01%
3,629
-712
496
$91K 0.01%
+1,614
497
$91K 0.01%
378
+21
498
$90K 0.01%
478
+148
499
$90K 0.01%
580
+105
500
$89K 0.01%
3,539
-1,059
18 19
20
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