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
1001
$12K ﹤0.01%
+18
1002
$12K ﹤0.01%
82
1003
$12K ﹤0.01%
1,000
1004
$12K ﹤0.01%
156
1005
$12K ﹤0.01%
107
-49
1006
$12K ﹤0.01%
166
1007
$12K ﹤0.01%
243
+1
1008
$12K ﹤0.01%
50
1009
$12K ﹤0.01%
50
1010
$12K ﹤0.01%
+126
1011
$11K ﹤0.01%
166
-182
1012
$11K ﹤0.01%
1,848
1013
$11K ﹤0.01%
148
1014
$11K ﹤0.01%
357
1015
$11K ﹤0.01%
808
-108
1016
$11K ﹤0.01%
144
1017
$11K ﹤0.01%
40
1018
$11K ﹤0.01%
676
1019
$11K ﹤0.01%
166
1020
$11K ﹤0.01%
1,300
1021
$11K ﹤0.01%
695
1022
$11K ﹤0.01%
250
-500
1023
$11K ﹤0.01%
430
1024
$11K ﹤0.01%
59
1025
$11K ﹤0.01%
86
39 40
41
42 43