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
1051
$9K ﹤0.01%
200
1052
$9K ﹤0.01%
151
1053
$9K ﹤0.01%
91
+1
1054
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495
1055
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1056
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417
1057
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606
1058
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167
-10,949
1059
$9K ﹤0.01%
50
1060
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313
+215
1061
$9K ﹤0.01%
486
-101
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60
1063
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52
1064
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95
-1
1065
$9K ﹤0.01%
48
+6
1066
$9K ﹤0.01%
293
-22
1067
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1068
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124
1069
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1,250
+50
1070
$8K ﹤0.01%
1,067
1071
$8K ﹤0.01%
73
-261
1072
$8K ﹤0.01%
192
+25
1073
$8K ﹤0.01%
48
-473
1074
$8K ﹤0.01%
211
1075
$8K ﹤0.01%
775
41 42
43
44 45