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
926
$18K ﹤0.01%
1,502
927
$17K ﹤0.01%
600
928
$17K ﹤0.01%
213
+108
929
$17K ﹤0.01%
112
930
$17K ﹤0.01%
50
931
$17K ﹤0.01%
500
932
$17K ﹤0.01%
401
933
$17K ﹤0.01%
1,302
934
$17K ﹤0.01%
100
935
$17K ﹤0.01%
457
-23
936
$17K ﹤0.01%
339
937
$17K ﹤0.01%
24
-1
938
$17K ﹤0.01%
352
-1,962
939
$17K ﹤0.01%
147
940
$17K ﹤0.01%
49
941
$17K ﹤0.01%
167
+105
942
$16K ﹤0.01%
248
943
$16K ﹤0.01%
1,150
944
$16K ﹤0.01%
306
-13
945
$16K ﹤0.01%
777
946
$16K ﹤0.01%
312
947
$16K ﹤0.01%
356
948
$16K ﹤0.01%
784
949
$16K ﹤0.01%
146
-94
950
$16K ﹤0.01%
1,303
36 37
38
39 40