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
1026
$14K ﹤0.01%
226
1027
$14K ﹤0.01%
375
1028
$14K ﹤0.01%
66
1029
$14K ﹤0.01%
325
1030
$14K ﹤0.01%
251
+76
1031
$14K ﹤0.01%
+100
1032
$14K ﹤0.01%
42
1033
$13K ﹤0.01%
292
-22
1034
$13K ﹤0.01%
166
1035
$13K ﹤0.01%
+273
1036
$13K ﹤0.01%
246
1037
$13K ﹤0.01%
140
1038
$13K ﹤0.01%
298
1039
$13K ﹤0.01%
220
+195
1040
$13K ﹤0.01%
106
1041
$13K ﹤0.01%
170
-80
1042
$13K ﹤0.01%
100
1043
$13K ﹤0.01%
212
-48
1044
$13K ﹤0.01%
428
-121
1045
$13K ﹤0.01%
676
1046
$13K ﹤0.01%
467
1047
$13K ﹤0.01%
116
1048
$13K ﹤0.01%
241
1049
$13K ﹤0.01%
143
-92
1050
$13K ﹤0.01%
53
40 41
42
43 44