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
626
$64K 0.01%
1,779
627
$63K 0.01%
1,004
628
$63K 0.01%
988
+120
629
$63K 0.01%
2,584
630
$63K 0.01%
+1,488
631
$63K 0.01%
327
632
$63K 0.01%
1,597
633
$62K 0.01%
3,100
634
$62K 0.01%
331
635
$62K 0.01%
384
-98
636
$62K 0.01%
1,262
-448
637
$62K 0.01%
1,849
638
$62K 0.01%
4,938
+1,726
639
$61K 0.01%
3,355
640
$61K 0.01%
1,472
-910
641
$61K 0.01%
881
-100
642
$61K 0.01%
1,000
643
$61K 0.01%
485
644
$61K 0.01%
1,303
645
$61K 0.01%
1,860
-125
646
$60K 0.01%
1,000
647
$60K 0.01%
1,170
+1,028
648
$60K 0.01%
376
+180
649
$59K 0.01%
437
650
$59K 0.01%
+1,187
24 25
26
27 28