FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$5K ﹤0.01%
107
1227
$4K ﹤0.01%
173
1228
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170
1229
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113
-327
1230
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123
1231
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+81
1232
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277
1233
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211
1234
$4K ﹤0.01%
94
1235
$4K ﹤0.01%
369
1236
$4K ﹤0.01%
26
+4
1237
$4K ﹤0.01%
125
-10,736
1238
$4K ﹤0.01%
100
-189
1239
$4K ﹤0.01%
43
-2
1240
$4K ﹤0.01%
106
1241
$4K ﹤0.01%
176
1242
$4K ﹤0.01%
55
-2,171
1243
$4K ﹤0.01%
67
1244
$4K ﹤0.01%
602
-14
1245
$4K ﹤0.01%
121
1246
$4K ﹤0.01%
120
1247
$4K ﹤0.01%
100
1248
$4K ﹤0.01%
240
1249
$4K ﹤0.01%
100
1250
$4K ﹤0.01%
13
+8
48 49
50
51 52