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
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%
2,909
-507
581
$74K 0.01%
+1,568
582
$74K 0.01%
+8,243
583
$74K 0.01%
2,367
-792
584
$74K 0.01%
486
-1,240
585
$74K 0.01%
1,485
+59
586
$74K 0.01%
861
-29
587
$73K 0.01%
786
-50
588
$73K 0.01%
980
589
$73K 0.01%
833
-38
590
$73K 0.01%
3,420
+93
591
$73K 0.01%
465
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592
$73K 0.01%
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593
$72K 0.01%
836
594
$72K 0.01%
1,768
595
$72K 0.01%
+1,707
596
$71K 0.01%
+4,000
597
$71K 0.01%
+1,967
598
$71K 0.01%
+1,478
599
$71K 0.01%
2,521
-314
600
$71K 0.01%
1,480
+295
22 23
24
25 26