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
526
$81K 0.01%
4,823
+166
527
$81K 0.01%
5,769
-1,350
528
$81K 0.01%
226
-63
529
$81K 0.01%
334
+73
530
$81K 0.01%
10,041
-3,449
531
$80K 0.01%
6,454
532
$79K 0.01%
1,000
533
$79K 0.01%
3,000
534
$79K 0.01%
192
+132
535
$78K 0.01%
2,563
+1,415
536
$78K 0.01%
2,246
-1,151
537
$77K 0.01%
646
538
$77K 0.01%
583
539
$77K 0.01%
315
540
$77K 0.01%
695
+23
541
$76K 0.01%
1,779
542
$76K 0.01%
+4,524
543
$76K 0.01%
508
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544
$76K 0.01%
747
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545
$75K 0.01%
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546
$75K 0.01%
300
-47
547
$75K 0.01%
1,407
+690
548
$74K 0.01%
14,703
549
$74K 0.01%
1,670
-313
550
$74K 0.01%
3,019
+600
20 21
22
23 24