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
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%
169
956
$19K ﹤0.01%
387
957
$19K ﹤0.01%
273
958
$19K ﹤0.01%
401
959
$19K ﹤0.01%
+1,553
960
$18K ﹤0.01%
702
-1,385
961
$18K ﹤0.01%
1,200
962
$18K ﹤0.01%
+701
963
$18K ﹤0.01%
236
964
$18K ﹤0.01%
1,000
965
$18K ﹤0.01%
298
966
$18K ﹤0.01%
194
967
$18K ﹤0.01%
13
968
$18K ﹤0.01%
74
969
$18K ﹤0.01%
138
970
$18K ﹤0.01%
275
971
$18K ﹤0.01%
657
+215
972
$18K ﹤0.01%
255
+1
973
$18K ﹤0.01%
1,015
+863
974
$18K ﹤0.01%
75
975
$17K ﹤0.01%
1,800
+300
37 38
39
40 41