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
526
$92K 0.01%
2,182
-112
527
$92K 0.01%
3,687
+687
528
$92K 0.01%
1,525
529
$92K 0.01%
481
530
$91K 0.01%
1,572
-73
531
$90K 0.01%
319
532
$90K 0.01%
15,162
-4,924
533
$89K 0.01%
8,808
-578
534
$89K 0.01%
1,560
-74
535
$89K 0.01%
10,652
+10,645
536
$88K 0.01%
1,213
-30
537
$88K 0.01%
1,282
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538
$88K 0.01%
946
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539
$87K 0.01%
654
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540
$87K 0.01%
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541
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1,301
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$87K 0.01%
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583
545
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546
$84K 0.01%
301
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547
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1,000
548
$84K 0.01%
978
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549
$84K 0.01%
3,521
+715
550
$84K 0.01%
531
-73
20 21
22
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