FF
FourThought Financial Portfolio holdings
AUM
$677M
This Quarter Return
-13.34%
1 Year Return
-12.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$683M
AUM Growth
-$107M
(-14%)
Cap. Flow
+$4.97M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
23.84%
Holding
1,605
New
99
Increased
379
Reduced
408
Closed
95
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$4.36M |
| 2 |
Chubb
CB
|
$2.83M |
| 3 |
Accenture
ACN
|
$2.61M |
| 4 |
UnitedHealth
UNH
|
$1.9M |
| 5 |
Qualcomm
QCOM
|
$1.62M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$7.91M |
| 2 |
Xcel Energy
XEL
|
$5.33M |
| 3 |
Lockheed Martin
LMT
|
$2.95M |
| 4 |
Chevron
CVX
|
$1.66M |
| 5 |
Mastercard
MA
|
$1.15M |
Sector Composition
| 1 | Technology | 25.28% |
| 2 | Healthcare | 11.29% |
| 3 | Financials | 10.41% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Industrials | 6.93% |
