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
1001
$15K ﹤0.01%
+139
1002
$15K ﹤0.01%
2,346
1003
$15K ﹤0.01%
646
-77
1004
$15K ﹤0.01%
382
-3
1005
$15K ﹤0.01%
183
1006
$15K ﹤0.01%
1,703
+20
1007
$15K ﹤0.01%
70
1008
$15K ﹤0.01%
600
1009
$15K ﹤0.01%
+167
1010
$15K ﹤0.01%
+750
1011
$15K ﹤0.01%
250
1012
$15K ﹤0.01%
1,008
-1,007
1013
$15K ﹤0.01%
381
-127
1014
$15K ﹤0.01%
503
1015
$15K ﹤0.01%
300
1016
$15K ﹤0.01%
1,077
-188
1017
$15K ﹤0.01%
600
1018
$14K ﹤0.01%
549
+477
1019
$14K ﹤0.01%
382
1020
$14K ﹤0.01%
671
1021
$14K ﹤0.01%
475
1022
$14K ﹤0.01%
285
+59
1023
$14K ﹤0.01%
82
1024
$14K ﹤0.01%
159
1025
$14K ﹤0.01%
156
39 40
41
42 43