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
101
$1.43M 0.19%
64,615
+524
102
$1.41M 0.19%
35,948
-6,161
103
$1.39M 0.19%
19,323
+13,748
104
$1.35M 0.18%
3,721
+2,067
105
$1.35M 0.18%
79,408
+2,347
106
$1.33M 0.18%
8,829
-26,657
107
$1.32M 0.18%
50,395
-13,572
108
$1.31M 0.18%
26,135
+22,743
109
$1.3M 0.17%
15,836
-240
110
$1.29M 0.17%
828
+768
111
$1.29M 0.17%
21,304
+2,741
112
$1.25M 0.17%
8,945
-2,014
113
$1.25M 0.17%
12,204
+3,249
114
$1.25M 0.17%
62,440
-120
115
$1.24M 0.17%
10,588
+974
116
$1.24M 0.17%
11,088
+347
117
$1.22M 0.16%
40,250
-10,087
118
$1.22M 0.16%
35,715
-1,955
119
$1.21M 0.16%
1,749
-141
120
$1.2M 0.16%
4,039
121
$1.19M 0.16%
6,011
+361
122
$1.17M 0.16%
7,351
123
$1.17M 0.16%
7,172
-7,779
124
$1.16M 0.16%
5,851
-41
125
$1.15M 0.15%
13,978
+10,058
3 4
5
6 7