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
651
$52K 0.01%
1,356
+1,334
652
$51K 0.01%
1,832
653
$51K 0.01%
+4,578
654
$51K 0.01%
864
655
$51K 0.01%
3,690
656
$51K 0.01%
1,930
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657
$50K 0.01%
384
-90
658
$50K 0.01%
660
659
$50K 0.01%
9,914
+1,641
660
$50K 0.01%
1,442
+347
661
$50K 0.01%
424
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662
$50K 0.01%
485
663
$50K 0.01%
440
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$50K 0.01%
1,242
-97
665
$49K 0.01%
1,660
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666
$49K 0.01%
519
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667
$49K 0.01%
1,036
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668
$49K 0.01%
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669
$49K 0.01%
683
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37
671
$48K 0.01%
475
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672
$48K 0.01%
2,686
673
$47K 0.01%
359
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674
$47K 0.01%
1,052
-134
675
$47K 0.01%
3,387
25 26
27
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