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
51
$3.75M 0.5%
6,832
+2,772
52
$3.56M 0.48%
59,002
-21,166
53
$3.32M 0.44%
18,093
+6,378
54
$3.19M 0.43%
27,660
+104
55
$3.18M 0.43%
18,096
+1,930
56
$3.18M 0.43%
7,938
-4,169
57
$3.13M 0.42%
18,038
-1,841
58
$3.06M 0.41%
32,112
+13,512
59
$3.05M 0.41%
8,598
-3,671
60
$2.98M 0.4%
17,553
-2,458
61
$2.85M 0.38%
15,314
+9,626
62
$2.82M 0.38%
42,759
+18,124
63
$2.77M 0.37%
42,894
+804
64
$2.73M 0.36%
22,703
+6,790
65
$2.51M 0.34%
6
-1
66
$2.43M 0.32%
11,070
-7,362
67
$2.39M 0.32%
37,988
+28,874
68
$2.39M 0.32%
9,872
+8,375
69
$2.38M 0.32%
9,931
+4,473
70
$2.37M 0.32%
98,125
-11,993
71
$2.25M 0.3%
7,632
-460
72
$2.23M 0.3%
9,858
+6,307
73
$2.18M 0.29%
38,233
74
$2.18M 0.29%
5,839
+3,093
75
$2.14M 0.29%
13,455
+9,063
1 2
3
4 5