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
976
$17K ﹤0.01%
67
977
$17K ﹤0.01%
3,323
+300
978
$17K ﹤0.01%
389
979
$17K ﹤0.01%
+431
980
$17K ﹤0.01%
+75
981
$17K ﹤0.01%
1,800
+300
982
$17K ﹤0.01%
128
983
$17K ﹤0.01%
200
984
$17K ﹤0.01%
363
985
$17K ﹤0.01%
339
986
$17K ﹤0.01%
96
987
$17K ﹤0.01%
1,260
988
$17K ﹤0.01%
179
989
$16K ﹤0.01%
67
+5
990
$16K ﹤0.01%
313
991
$16K ﹤0.01%
124
+54
992
$16K ﹤0.01%
237
-17
993
$16K ﹤0.01%
444
994
$16K ﹤0.01%
1,100
995
$16K ﹤0.01%
318
996
$15K ﹤0.01%
265
997
$15K ﹤0.01%
160
998
$15K ﹤0.01%
784
999
$15K ﹤0.01%
+273
1000
$15K ﹤0.01%
112
38 39
40
41 42