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
926
$22K ﹤0.01%
1,000
927
$22K ﹤0.01%
591
-1,708
928
$21K ﹤0.01%
354
-330
929
$21K ﹤0.01%
107
-54
930
$21K ﹤0.01%
11
931
$21K ﹤0.01%
298
-62
932
$21K ﹤0.01%
423
+223
933
$21K ﹤0.01%
360
934
$21K ﹤0.01%
100
935
$21K ﹤0.01%
635
936
$21K ﹤0.01%
2,232
-31
937
$20K ﹤0.01%
112
938
$20K ﹤0.01%
250
+110
939
$20K ﹤0.01%
+113
940
$20K ﹤0.01%
469
941
$20K ﹤0.01%
124
+22
942
$20K ﹤0.01%
777
943
$20K ﹤0.01%
2,332
944
$20K ﹤0.01%
462
-4,015
945
$20K ﹤0.01%
+582
946
$20K ﹤0.01%
33
947
$20K ﹤0.01%
367
948
$19K ﹤0.01%
600
949
$19K ﹤0.01%
1,156
950
$19K ﹤0.01%
253
-41
36 37
38
39 40