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
$790M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.31M
3
+$5.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.75M
5
CRWD icon
CrowdStrike
CRWD
+$3.01M

Top Sells

1
+$7.05M
2
+$6.35M
3
+$3.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.78M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M

Sector Composition

1 Technology 26.15%
2 Financials 11.04%
3 Healthcare 10.55%
4 Consumer Discretionary 7.82%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$27K ﹤0.01%
5,342
827
$27K ﹤0.01%
241
828
$27K ﹤0.01%
132
+8
829
$27K ﹤0.01%
+300
830
$27K ﹤0.01%
1,209
+205
831
$27K ﹤0.01%
496
832
– –
0
833
$26K ﹤0.01%
788
834
$26K ﹤0.01%
402
835
$26K ﹤0.01%
1,400
836
$26K ﹤0.01%
1,249
837
$26K ﹤0.01%
250
838
$25K ﹤0.01%
829
839
$25K ﹤0.01%
707
+130
840
$25K ﹤0.01%
+750
841
$25K ﹤0.01%
1,609
842
$25K ﹤0.01%
626
+226
843
$25K ﹤0.01%
300
844
$25K ﹤0.01%
378
+152
845
$25K ﹤0.01%
118
846
$25K ﹤0.01%
318
847
$25K ﹤0.01%
2,102
848
$24K ﹤0.01%
725
849
$24K ﹤0.01%
4,446
+987
850
$24K ﹤0.01%
973
+125
32 33
34
35 36