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
501
$89K 0.01%
679
+634
502
$89K 0.01%
836
503
$89K 0.01%
7,553
+1,226
504
$88K 0.01%
1,285
+5
505
$87K 0.01%
2,110
-162
506
$87K 0.01%
1,578
+238
507
$87K 0.01%
543
508
$87K 0.01%
557
+2
509
$87K 0.01%
5,693
-1,634
510
$86K 0.01%
676
+216
511
$85K 0.01%
1,522
+390
512
$85K 0.01%
738
-132
513
$85K 0.01%
1,676
+239
514
$85K 0.01%
2,935
+521
515
$84K 0.01%
951
-67
516
$84K 0.01%
1,386
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517
$84K 0.01%
999
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518
$83K 0.01%
641
519
$83K 0.01%
1,084
-2
520
$83K 0.01%
186
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521
$82K 0.01%
1,689
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522
$82K 0.01%
3,617
523
$82K 0.01%
1,064
524
$82K 0.01%
659
525
$82K 0.01%
988
+133
19 20
21
22 23