FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$12K ﹤0.01%
166
1052
$12K ﹤0.01%
239
+1
1053
$12K ﹤0.01%
138
1054
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430
1055
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249
1056
$12K ﹤0.01%
485
-853
1057
$12K ﹤0.01%
1,300
1058
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199
1059
$12K ﹤0.01%
+130
1060
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186
1061
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114
1062
$12K ﹤0.01%
500
1063
$12K ﹤0.01%
925
1064
$12K ﹤0.01%
142
1065
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342
+1
1066
$12K ﹤0.01%
+272
1067
$12K ﹤0.01%
332
1068
$12K ﹤0.01%
147
1069
$12K ﹤0.01%
144
-1,689
1070
$12K ﹤0.01%
77
1071
$11K ﹤0.01%
+67
1072
$11K ﹤0.01%
134
-1,710
1073
$11K ﹤0.01%
1,848
1074
$11K ﹤0.01%
25
1075
$11K ﹤0.01%
150
-75
41 42
43
44 45