FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$19K ﹤0.01%
161
-333
952
$19K ﹤0.01%
1,000
953
$19K ﹤0.01%
1,351
+2
954
$19K ﹤0.01%
80
-20
955
$19K ﹤0.01%
+1,553
956
$19K ﹤0.01%
169
957
$19K ﹤0.01%
387
958
$19K ﹤0.01%
273
959
$19K ﹤0.01%
401
960
$18K ﹤0.01%
1,000
961
$18K ﹤0.01%
702
-1,385
962
$18K ﹤0.01%
1,200
963
$18K ﹤0.01%
+701
964
$18K ﹤0.01%
236
965
$18K ﹤0.01%
298
966
$18K ﹤0.01%
194
967
$18K ﹤0.01%
13
968
$18K ﹤0.01%
657
+215
969
$18K ﹤0.01%
255
+1
970
$18K ﹤0.01%
1,015
+863
971
$18K ﹤0.01%
75
972
$18K ﹤0.01%
74
973
$18K ﹤0.01%
138
974
$18K ﹤0.01%
275
975
$17K ﹤0.01%
1,800
+300
37 38
39
40 41