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
851
$30K ﹤0.01%
2,265
852
$29K ﹤0.01%
369
853
$29K ﹤0.01%
1,249
854
$29K ﹤0.01%
+729
855
$29K ﹤0.01%
1,236
856
$29K ﹤0.01%
894
-279
857
$29K ﹤0.01%
310
-8
858
$29K ﹤0.01%
139
-16
859
$28K ﹤0.01%
+1,559
860
$28K ﹤0.01%
455
861
$28K ﹤0.01%
741
-251
862
$28K ﹤0.01%
711
-14,582
863
$28K ﹤0.01%
+948
864
$28K ﹤0.01%
868
865
$28K ﹤0.01%
99
+74
866
$28K ﹤0.01%
624
867
$28K ﹤0.01%
236
+10
868
$27K ﹤0.01%
413
-12
869
$27K ﹤0.01%
415
-1,371
870
$27K ﹤0.01%
346
+257
871
$27K ﹤0.01%
319
-525
872
$27K ﹤0.01%
274
873
$27K ﹤0.01%
318
-25
874
$27K ﹤0.01%
270
-71
875
$27K ﹤0.01%
525
33 34
35
36 37