FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.09%
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%
11
1127
$6K ﹤0.01%
198
-128
1128
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200
1129
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+250
1130
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80
1131
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73
1132
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300
1133
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1134
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1135
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174
-37
1136
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1137
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41
-8
1138
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28
1139
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164
-34
1140
$6K ﹤0.01%
302
-10,626
1141
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1142
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1143
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230
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1144
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113
1145
– –
-120
1146
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44
1147
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237
-53
1148
$6K ﹤0.01%
402
1149
$6K ﹤0.01%
56
1150
$6K ﹤0.01%
145
44 45
46
47 48