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
876
$27K ﹤0.01%
4,253
+84
877
$27K ﹤0.01%
226
+200
878
$27K ﹤0.01%
354
-32
879
$26K ﹤0.01%
305
-12
880
$26K ﹤0.01%
725
881
$26K ﹤0.01%
251
-7
882
$26K ﹤0.01%
1,609
883
$26K ﹤0.01%
251
+13
884
$26K ﹤0.01%
248
+94
885
$26K ﹤0.01%
1,000
886
$26K ﹤0.01%
300
887
$26K ﹤0.01%
256
888
$26K ﹤0.01%
381
889
$26K ﹤0.01%
154
+3
890
$25K ﹤0.01%
362
+34
891
$25K ﹤0.01%
534
-243
892
$25K ﹤0.01%
1,400
893
$25K ﹤0.01%
164
-9
894
$25K ﹤0.01%
4,748
895
$25K ﹤0.01%
145
-6
896
$25K ﹤0.01%
1,575
897
$25K ﹤0.01%
255
898
$25K ﹤0.01%
505
+1
899
$25K ﹤0.01%
349
+270
900
$25K ﹤0.01%
1,100
34 35
36
37 38