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
876
$22K ﹤0.01%
597
877
$22K ﹤0.01%
863
878
$22K ﹤0.01%
75
879
$21K ﹤0.01%
105
880
$21K ﹤0.01%
93
881
$21K ﹤0.01%
420
-2,170
882
$21K ﹤0.01%
630
883
$21K ﹤0.01%
4,748
884
$21K ﹤0.01%
450
885
$21K ﹤0.01%
1,775
+1,500
886
$21K ﹤0.01%
184
-836
887
$21K ﹤0.01%
387
888
$21K ﹤0.01%
335
+35
889
$20K ﹤0.01%
514
-308
890
$20K ﹤0.01%
329
-50
891
$20K ﹤0.01%
146
892
$20K ﹤0.01%
505
893
$20K ﹤0.01%
330
894
$20K ﹤0.01%
159
895
$20K ﹤0.01%
552
896
$20K ﹤0.01%
1,000
897
$20K ﹤0.01%
87
898
$20K ﹤0.01%
260
899
$20K ﹤0.01%
1,375
-200
900
$20K ﹤0.01%
383
34 35
36
37 38