FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$76K 0.01%
385
-28
577
$76K 0.01%
697
-20
578
$75K 0.01%
2,486
-117
579
$75K 0.01%
2,284
580
$75K 0.01%
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-507
581
$74K 0.01%
486
-1,240
582
$74K 0.01%
1,485
+59
583
$74K 0.01%
861
-29
584
$74K 0.01%
+1,568
585
$74K 0.01%
+8,243
586
$74K 0.01%
2,367
-792
587
$73K 0.01%
786
-50
588
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980
589
$73K 0.01%
833
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590
$73K 0.01%
3,420
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591
$73K 0.01%
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592
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594
$72K 0.01%
1,768
595
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596
$71K 0.01%
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597
$71K 0.01%
2,521
-314
598
$71K 0.01%
1,480
+295
599
$71K 0.01%
157
600
$71K 0.01%
71
22 23
24
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