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
1101
$10K ﹤0.01%
660
1102
$10K ﹤0.01%
335
-50
1103
$10K ﹤0.01%
122
+16
1104
$10K ﹤0.01%
2,090
1105
$9K ﹤0.01%
219
-29
1106
$9K ﹤0.01%
255
1107
$9K ﹤0.01%
511
1108
$9K ﹤0.01%
85
-18
1109
$9K ﹤0.01%
207
-230
1110
$9K ﹤0.01%
400
1111
$9K ﹤0.01%
375
1112
$9K ﹤0.01%
303
+50
1113
$9K ﹤0.01%
88
+1
1114
$9K ﹤0.01%
257
1115
$9K ﹤0.01%
85
-27
1116
$9K ﹤0.01%
156
1117
$9K ﹤0.01%
60
1118
$9K ﹤0.01%
166
1119
$9K ﹤0.01%
250
1120
$9K ﹤0.01%
245
-249
1121
$9K ﹤0.01%
269
1122
$9K ﹤0.01%
91
1123
$9K ﹤0.01%
60
+50
1124
$9K ﹤0.01%
350
1125
$9K ﹤0.01%
143
-30
43 44
45
46 47