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
$790M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.31M
3
+$5.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.75M
5
CRWD icon
CrowdStrike
CRWD
+$3.01M

Top Sells

1
+$7.05M
2
+$6.35M
3
+$3.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.78M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M

Sector Composition

1 Technology 26.15%
2 Financials 11.04%
3 Healthcare 10.55%
4 Consumer Discretionary 7.82%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$6K ﹤0.01%
16
-2
1127
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11
1128
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198
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1130
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+250
1131
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1133
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1134
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1135
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1136
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1137
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1138
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1140
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1141
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1142
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1143
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1144
– –
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1145
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1146
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-53
1147
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-18
1148
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54
+8
1149
$6K ﹤0.01%
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1150
$6K ﹤0.01%
+112
44 45
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47 48