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
751
$43K 0.01%
400
752
$43K 0.01%
+684
753
$43K 0.01%
93
-2
754
$42K 0.01%
61
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755
$42K 0.01%
668
+15
756
$42K 0.01%
592
757
$42K 0.01%
259
-19
758
$42K 0.01%
1,477
-105
759
$42K 0.01%
1,257
-595
760
$42K 0.01%
657
+57
761
$41K 0.01%
977
-407
762
$41K 0.01%
2,000
-11,085
763
$41K 0.01%
3,766
+1,120
764
$41K 0.01%
222
765
$41K 0.01%
+329
766
$41K 0.01%
162
767
$41K 0.01%
209
-20
768
$40K 0.01%
419
769
$40K 0.01%
233
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$40K 0.01%
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771
$40K 0.01%
920
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772
$40K 0.01%
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773
$40K 0.01%
195
774
$40K 0.01%
114
775
$40K 0.01%
1,316
29 30
31
32 33