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
601
$71K 0.01%
+1,967
602
$71K 0.01%
+1,478
603
$70K 0.01%
878
-38
604
$69K 0.01%
439
605
$69K 0.01%
767
-170
606
$69K 0.01%
+652
607
$69K 0.01%
478
-13
608
$68K 0.01%
197
609
$68K 0.01%
+1,201
610
$68K 0.01%
+1,186
611
$68K 0.01%
2,095
-65
612
$67K 0.01%
686
+193
613
$67K 0.01%
4,000
614
$67K 0.01%
502
+483
615
$67K 0.01%
234
616
$67K 0.01%
500
617
$66K 0.01%
2,370
-79
618
$66K 0.01%
6,866
-3,610
619
$66K 0.01%
2,392
+575
620
$66K 0.01%
321
621
$65K 0.01%
934
-1,435
622
$65K 0.01%
780
+26
623
$65K 0.01%
4,760
624
$64K 0.01%
1,862
-96
625
$64K 0.01%
664
+625
23 24
25
26 27