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
901
$25K ﹤0.01%
366
902
$25K ﹤0.01%
365
-11
903
$24K ﹤0.01%
132
-273
904
$24K ﹤0.01%
438
905
$24K ﹤0.01%
123
906
$24K ﹤0.01%
230
907
$24K ﹤0.01%
797
+620
908
$24K ﹤0.01%
184
-6
909
$24K ﹤0.01%
350
910
$23K ﹤0.01%
493
911
$23K ﹤0.01%
500
912
$23K ﹤0.01%
400
913
$23K ﹤0.01%
397
+218
914
$23K ﹤0.01%
106
915
$23K ﹤0.01%
466
916
$23K ﹤0.01%
594
917
$22K ﹤0.01%
585
-43
918
$22K ﹤0.01%
278
+201
919
$22K ﹤0.01%
330
920
$22K ﹤0.01%
2,463
921
$22K ﹤0.01%
552
-845
922
$22K ﹤0.01%
1,081
-45
923
$22K ﹤0.01%
+500
924
$22K ﹤0.01%
300
925
$22K ﹤0.01%
250
35 36
37
38 39