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
1101
$10K ﹤0.01%
200
1102
$10K ﹤0.01%
127
-11
1103
$10K ﹤0.01%
59
-114
1104
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345
1105
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375
1106
$9K ﹤0.01%
303
+50
1107
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88
+1
1108
$9K ﹤0.01%
269
1109
$9K ﹤0.01%
91
1110
$9K ﹤0.01%
60
+50
1111
$9K ﹤0.01%
175
1112
$9K ﹤0.01%
143
-30
1113
$9K ﹤0.01%
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-29
1114
$9K ﹤0.01%
255
1115
$9K ﹤0.01%
511
1116
$9K ﹤0.01%
85
-18
1117
$9K ﹤0.01%
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-230
1118
$9K ﹤0.01%
400
1119
$9K ﹤0.01%
257
1120
$9K ﹤0.01%
85
-27
1121
$9K ﹤0.01%
156
1122
$9K ﹤0.01%
60
1123
$9K ﹤0.01%
166
1124
$9K ﹤0.01%
250
1125
$9K ﹤0.01%
245
-249
43 44
45
46 47