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
826
$33K ﹤0.01%
+848
827
$33K ﹤0.01%
296
+20
828
$32K ﹤0.01%
565
+6
829
$32K ﹤0.01%
277
830
$32K ﹤0.01%
+1,089
831
$32K ﹤0.01%
375
832
$32K ﹤0.01%
1,000
833
$32K ﹤0.01%
1,734
-86
834
$32K ﹤0.01%
1,525
835
$32K ﹤0.01%
+6,931
836
$32K ﹤0.01%
242
837
$31K ﹤0.01%
1,521
-10
838
$31K ﹤0.01%
528
839
$31K ﹤0.01%
2,239
-86
840
$31K ﹤0.01%
281
841
$31K ﹤0.01%
680
842
$31K ﹤0.01%
1,840
-5,533
843
$31K ﹤0.01%
957
844
$30K ﹤0.01%
1,173
+250
845
$30K ﹤0.01%
269
-12
846
$30K ﹤0.01%
273
-188
847
$30K ﹤0.01%
2,074
-578
848
$30K ﹤0.01%
+341
849
$30K ﹤0.01%
682
850
$30K ﹤0.01%
1,302
32 33
34
35 36