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
776
$39K 0.01%
280
777
$39K 0.01%
771
778
$39K 0.01%
959
-997
779
$39K 0.01%
+1,096
780
$38K 0.01%
218
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781
$38K 0.01%
218
782
$38K 0.01%
+151
783
$38K 0.01%
+1,022
784
$38K 0.01%
654
785
$38K 0.01%
247
786
$38K 0.01%
644
787
$38K 0.01%
1,964
788
$38K 0.01%
+1,786
789
$38K 0.01%
292
-5
790
$38K 0.01%
2,402
-79
791
$38K 0.01%
3,355
-283
792
$37K ﹤0.01%
900
793
$37K ﹤0.01%
+452
794
$37K ﹤0.01%
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795
$37K ﹤0.01%
2,330
-300
796
$37K ﹤0.01%
752
797
$37K ﹤0.01%
+1,234
798
$37K ﹤0.01%
5,700
799
$37K ﹤0.01%
789
800
$37K ﹤0.01%
+2,402
30 31
32
33 34