FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
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%
789
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%
220
+195
808
$35K ﹤0.01%
+347
809
$35K ﹤0.01%
5,740
-384
810
$35K ﹤0.01%
430
811
$35K ﹤0.01%
100
-18
812
$35K ﹤0.01%
129
-199
813
$35K ﹤0.01%
1,003
-5,459
814
$34K ﹤0.01%
82
-3
815
$34K ﹤0.01%
330
816
$34K ﹤0.01%
744
-36
817
$34K ﹤0.01%
600
818
$34K ﹤0.01%
662
-18
819
$34K ﹤0.01%
469
820
$34K ﹤0.01%
953
-16
821
$34K ﹤0.01%
360
822
$33K ﹤0.01%
562
823
$33K ﹤0.01%
296
+20
824
$33K ﹤0.01%
905
-190
825
$33K ﹤0.01%
2,922
31 32
33
34 35