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
676
$55K 0.01%
+893
677
$55K 0.01%
1,300
678
$55K 0.01%
2,300
+1,000
679
$54K 0.01%
217
-99
680
$54K 0.01%
15,018
-6,222
681
$54K 0.01%
332
-873
682
$53K 0.01%
1,057
+37
683
$53K 0.01%
1,849
-32
684
$53K 0.01%
3,417
-223
685
$53K 0.01%
400
-41
686
$53K 0.01%
3,392
687
$53K 0.01%
2,291
+618
688
$53K 0.01%
2,000
689
$53K 0.01%
687
-96
690
$53K 0.01%
400
-3,231
691
$52K 0.01%
498
692
$52K 0.01%
+429
693
$52K 0.01%
+5,265
694
$52K 0.01%
464
+416
695
$52K 0.01%
2,280
-360
696
$52K 0.01%
369
697
$51K 0.01%
612
-19
698
$51K 0.01%
1,974
-36
699
$51K 0.01%
445
+1
700
$50K 0.01%
108
26 27
28
29 30