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
51
$4.19M 0.53%
31,171
-819
52
$4.19M 0.53%
60,369
+1,626
53
$4.16M 0.53%
19,395
+830
54
$4.05M 0.51%
148,430
+88,790
55
$3.93M 0.5%
55,043
+25,305
56
$3.85M 0.49%
28,603
-2,548
57
$3.69M 0.47%
43,175
-682
58
$3.65M 0.46%
73,623
-141,948
59
$3.64M 0.46%
100,528
+22,453
60
$3.63M 0.46%
34,723
+8,434
61
$3.49M 0.44%
72,409
-14,572
62
$3.42M 0.43%
123,431
+20,909
63
$3.41M 0.43%
24,807
+9,368
64
$3.3M 0.42%
23,600
-560
65
$3.29M 0.42%
24,179
+1,061
66
$3.23M 0.41%
27,745
+13,515
67
$3.01M 0.38%
5,889
+179
68
$3.01M 0.38%
14,371
-528
69
$2.91M 0.37%
27,158
-11
70
$2.82M 0.36%
38,637
+37,723
71
$2.73M 0.35%
16,233
-1,289
72
$2.7M 0.34%
5,548
+275
73
$2.65M 0.33%
5
-1
74
$2.62M 0.33%
11,381
+2,953
75
$2.61M 0.33%
31,594
+6,313
1 2
3
4 5