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
726
$47K 0.01%
+303
727
$47K 0.01%
267
728
$47K 0.01%
73
729
$46K 0.01%
652
-106
730
$46K 0.01%
+2,186
731
$46K 0.01%
1,118
-47
732
$46K 0.01%
340
-25
733
$46K 0.01%
717
734
$46K 0.01%
2,682
735
$46K 0.01%
1,246
736
$46K 0.01%
743
737
$46K 0.01%
437
738
$45K 0.01%
132
-1,060
739
$45K 0.01%
388
-205
740
$45K 0.01%
177
741
$45K 0.01%
829
742
$45K 0.01%
85
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743
$45K 0.01%
3,657
-952
744
$45K 0.01%
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745
$44K 0.01%
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746
$44K 0.01%
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747
$44K 0.01%
1,401
748
$44K 0.01%
143
-31
749
$43K 0.01%
1,498
750
$43K 0.01%
1,529
-31
28 29
30
31 32