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
1176
$6K ﹤0.01%
162
-8
1177
$6K ﹤0.01%
300
1178
$6K ﹤0.01%
264
1179
$6K ﹤0.01%
92
-2
1180
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75
-131
1181
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1182
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121
1183
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90
-228
1184
$6K ﹤0.01%
+148
1185
$6K ﹤0.01%
62
+24
1186
$6K ﹤0.01%
101
1187
$6K ﹤0.01%
74
-78
1188
$6K ﹤0.01%
30
+20
1189
$6K ﹤0.01%
56
1190
$6K ﹤0.01%
133
+77
1191
$6K ﹤0.01%
622
-556
1192
$6K ﹤0.01%
337
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1193
$6K ﹤0.01%
15
-7
1194
$6K ﹤0.01%
50
1195
$5K ﹤0.01%
207
-12,022
1196
$5K ﹤0.01%
131
1197
$5K ﹤0.01%
39
-62
1198
$5K ﹤0.01%
50
-1,513
1199
$5K ﹤0.01%
38
1200
$5K ﹤0.01%
26
46 47
48
49 50