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
1076
$11K ﹤0.01%
742
-150
1077
$11K ﹤0.01%
277
1078
$11K ﹤0.01%
158
+71
1079
$11K ﹤0.01%
44
-4
1080
$11K ﹤0.01%
+1,200
1081
$11K ﹤0.01%
217
1082
$11K ﹤0.01%
175
1083
$11K ﹤0.01%
110
1084
$11K ﹤0.01%
500
1085
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229
1086
$11K ﹤0.01%
30
+14
1087
$11K ﹤0.01%
86
-6
1088
$11K ﹤0.01%
1,000
1089
$11K ﹤0.01%
1,000
-500
1090
$10K ﹤0.01%
308
1091
$10K ﹤0.01%
200
1092
$10K ﹤0.01%
127
-11
1093
$10K ﹤0.01%
59
-114
1094
$10K ﹤0.01%
345
1095
$10K ﹤0.01%
660
1096
$10K ﹤0.01%
237
1097
$10K ﹤0.01%
+400
1098
$10K ﹤0.01%
148
1099
$10K ﹤0.01%
191
1100
$10K ﹤0.01%
246
-5
42 43
44
45 46