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
801
$37K ﹤0.01%
631
-25
802
$36K ﹤0.01%
430
803
$36K ﹤0.01%
1,500
804
$36K ﹤0.01%
396
-97
805
$36K ﹤0.01%
971
806
$36K ﹤0.01%
400
-11
807
$35K ﹤0.01%
430
808
$35K ﹤0.01%
100
-18
809
$35K ﹤0.01%
129
-199
810
$35K ﹤0.01%
1,003
-5,459
811
$35K ﹤0.01%
220
+195
812
$35K ﹤0.01%
+347
813
$35K ﹤0.01%
5,740
-384
814
$34K ﹤0.01%
82
-3
815
$34K ﹤0.01%
330
816
$34K ﹤0.01%
360
817
$34K ﹤0.01%
744
-36
818
$34K ﹤0.01%
600
819
$34K ﹤0.01%
662
-18
820
$34K ﹤0.01%
469
821
$34K ﹤0.01%
953
-16
822
$33K ﹤0.01%
905
-190
823
$33K ﹤0.01%
2,922
824
$33K ﹤0.01%
562
825
$33K ﹤0.01%
751
+692
31 32
33
34 35