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
1051
$12K ﹤0.01%
199
1052
$12K ﹤0.01%
+130
1053
$12K ﹤0.01%
186
1054
$12K ﹤0.01%
114
1055
$12K ﹤0.01%
500
1056
$12K ﹤0.01%
925
1057
$12K ﹤0.01%
142
1058
$12K ﹤0.01%
342
+1
1059
$12K ﹤0.01%
+272
1060
$12K ﹤0.01%
332
1061
$12K ﹤0.01%
147
1062
$12K ﹤0.01%
144
-1,689
1063
$12K ﹤0.01%
77
1064
$12K ﹤0.01%
166
1065
$12K ﹤0.01%
239
+1
1066
$12K ﹤0.01%
138
1067
$12K ﹤0.01%
430
1068
$12K ﹤0.01%
249
1069
$12K ﹤0.01%
485
-853
1070
$12K ﹤0.01%
1,300
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