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
1226
$5K ﹤0.01%
79
+19
1227
$4K ﹤0.01%
123
1228
$4K ﹤0.01%
+81
1229
$4K ﹤0.01%
277
1230
$4K ﹤0.01%
211
1231
$4K ﹤0.01%
94
1232
$4K ﹤0.01%
369
1233
$4K ﹤0.01%
26
+4
1234
$4K ﹤0.01%
125
-10,736
1235
$4K ﹤0.01%
100
-189
1236
$4K ﹤0.01%
43
-2
1237
$4K ﹤0.01%
106
1238
$4K ﹤0.01%
176
1239
$4K ﹤0.01%
55
-2,171
1240
$4K ﹤0.01%
67
1241
$4K ﹤0.01%
602
-14
1242
$4K ﹤0.01%
121
1243
$4K ﹤0.01%
120
1244
$4K ﹤0.01%
100
1245
$4K ﹤0.01%
240
1246
$4K ﹤0.01%
100
1247
$4K ﹤0.01%
13
+8
1248
$4K ﹤0.01%
26
1249
$4K ﹤0.01%
107
1250
$4K ﹤0.01%
33
-7
48 49
50
51 52