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
576
$68K 0.01%
982
-35
577
$68K 0.01%
384
+372
578
$67K 0.01%
1,096
579
$67K 0.01%
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580
$67K 0.01%
+1,280
581
$66K 0.01%
2,830
+247
582
$66K 0.01%
1,788
-227
583
$66K 0.01%
2,271
584
$66K 0.01%
+4,679
585
$66K 0.01%
485
586
$65K 0.01%
588
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587
$65K 0.01%
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588
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2,417
+1,053
589
$64K 0.01%
960
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590
$64K 0.01%
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591
$64K 0.01%
1,017
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592
$64K 0.01%
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$64K 0.01%
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594
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427
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595
$63K 0.01%
209
596
$63K 0.01%
197
597
$63K 0.01%
5,586
-958
598
$63K 0.01%
1,150
599
$62K 0.01%
2,669
+441
600
$62K 0.01%
2,861
+982
22 23
24
25 26