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
651
$59K 0.01%
280
+36
652
$59K 0.01%
400
-563
653
$59K 0.01%
5,000
654
$59K 0.01%
410
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655
$59K 0.01%
4,166
-721
656
$59K 0.01%
2,019
+79
657
$58K 0.01%
1,046
+3
658
$58K 0.01%
1,392
-23
659
$58K 0.01%
403
-10
660
$58K 0.01%
1,751
+1,720
661
$58K 0.01%
15,219
-293
662
$58K 0.01%
4,929
-53
663
$58K 0.01%
183
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664
$58K 0.01%
684
-84
665
$58K 0.01%
241
-36
666
$57K 0.01%
416
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$57K 0.01%
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668
$57K 0.01%
272
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$57K 0.01%
864
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670
$57K 0.01%
1,234
671
$56K 0.01%
2,210
672
$56K 0.01%
2,000
-37
673
$56K 0.01%
297
-1
674
$56K 0.01%
83
-3
675
$56K 0.01%
+5,143
25 26
27
28 29