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
876
$27K ﹤0.01%
270
-71
877
$27K ﹤0.01%
525
878
$27K ﹤0.01%
4,253
+84
879
$26K ﹤0.01%
305
-12
880
$26K ﹤0.01%
256
881
$26K ﹤0.01%
725
882
$26K ﹤0.01%
251
-7
883
$26K ﹤0.01%
1,609
884
$26K ﹤0.01%
251
+13
885
$26K ﹤0.01%
248
+94
886
$26K ﹤0.01%
1,000
887
$26K ﹤0.01%
300
888
$26K ﹤0.01%
381
889
$26K ﹤0.01%
154
+3
890
$25K ﹤0.01%
255
891
$25K ﹤0.01%
362
+34
892
$25K ﹤0.01%
534
-243
893
$25K ﹤0.01%
1,400
894
$25K ﹤0.01%
164
-9
895
$25K ﹤0.01%
4,748
896
$25K ﹤0.01%
145
-6
897
$25K ﹤0.01%
1,575
898
$25K ﹤0.01%
505
+1
899
$25K ﹤0.01%
349
+270
900
$25K ﹤0.01%
1,100
34 35
36
37 38