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
1126
$8K ﹤0.01%
128
-32
1127
$8K ﹤0.01%
247
-35
1128
$8K ﹤0.01%
216
-200
1129
$8K ﹤0.01%
847
1130
$8K ﹤0.01%
207
-87
1131
$8K ﹤0.01%
135
1132
$8K ﹤0.01%
154
-3
1133
$8K ﹤0.01%
87
1134
$8K ﹤0.01%
90
1135
$8K ﹤0.01%
75
-4
1136
$8K ﹤0.01%
433
1137
$8K ﹤0.01%
887
-185
1138
$8K ﹤0.01%
400
1139
$8K ﹤0.01%
107
-13
1140
$7K ﹤0.01%
89
1141
$7K ﹤0.01%
186
1142
$7K ﹤0.01%
402
1143
$7K ﹤0.01%
80
1144
$7K ﹤0.01%
1,067
-236
1145
$7K ﹤0.01%
338
+296
1146
$7K ﹤0.01%
11
1147
$7K ﹤0.01%
+100
1148
$7K ﹤0.01%
109
+20
1149
$7K ﹤0.01%
259
1150
$7K ﹤0.01%
43
44 45
46
47 48