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
1251
$4K ﹤0.01%
18
-15
1252
$4K ﹤0.01%
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1253
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1254
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72
1255
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171
-141
1256
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226
-35
1257
$4K ﹤0.01%
113
-327
1258
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56
-43
1259
$4K ﹤0.01%
275
1260
$4K ﹤0.01%
109
1261
$4K ﹤0.01%
775
1262
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148
-45
1263
$4K ﹤0.01%
37
-11
1264
$4K ﹤0.01%
21
-1,177
1265
$4K ﹤0.01%
125
-21
1266
$4K ﹤0.01%
8
1267
$4K ﹤0.01%
53
1268
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109
1269
$3K ﹤0.01%
25
1270
$3K ﹤0.01%
89
1271
$3K ﹤0.01%
167
1272
$3K ﹤0.01%
50
1273
$3K ﹤0.01%
223
1274
$3K ﹤0.01%
41
1275
$3K ﹤0.01%
105
49 50
51
52 53