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
551
$74K 0.01%
+1,582
552
$74K 0.01%
582
-17
553
$73K 0.01%
611
+3
554
$73K 0.01%
1,590
+969
555
$73K 0.01%
3,477
+1,392
556
$72K 0.01%
457
-26
557
$72K 0.01%
3,599
+468
558
$72K 0.01%
337
+168
559
$72K 0.01%
2,704
+273
560
$71K 0.01%
610
-387
561
$71K 0.01%
7,890
562
$71K 0.01%
2,491
+293
563
$71K 0.01%
511
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564
$71K 0.01%
940
565
$70K 0.01%
1,269
566
$70K 0.01%
827
567
$70K 0.01%
3,050
+1,750
568
$70K 0.01%
1,303
569
$70K 0.01%
2,087
-1,398
570
$69K 0.01%
1,792
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571
$69K 0.01%
2,000
572
$69K 0.01%
4,280
-1,327
573
$69K 0.01%
9,122
+1,453
574
$69K 0.01%
34
575
$68K 0.01%
4,000
21 22
23
24 25