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
1201
$5K ﹤0.01%
381
1202
$5K ﹤0.01%
200
1203
$5K ﹤0.01%
107
1204
$5K ﹤0.01%
121
-3,656
1205
$5K ﹤0.01%
154
-1,616
1206
$5K ﹤0.01%
142
1207
$5K ﹤0.01%
106
1208
$5K ﹤0.01%
200
+75
1209
$5K ﹤0.01%
51
1210
$5K ﹤0.01%
100
1211
$5K ﹤0.01%
100
1212
$5K ﹤0.01%
107
1213
$5K ﹤0.01%
88
+74
1214
$5K ﹤0.01%
404
1215
$5K ﹤0.01%
+16
1216
$5K ﹤0.01%
34
-5
1217
$5K ﹤0.01%
90
1218
$5K ﹤0.01%
155
1219
$5K ﹤0.01%
96
1220
$5K ﹤0.01%
+139
1221
$5K ﹤0.01%
549
1222
$5K ﹤0.01%
202
1223
$5K ﹤0.01%
48
+23
1224
$5K ﹤0.01%
+100
1225
$5K ﹤0.01%
44
47 48
49
50 51