FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.31M
3
+$5.06M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.75M
5
CRWD icon
CrowdStrike
CRWD
+$3.01M

Top Sells

1
+$7.05M
2
+$6.35M
3
+$3.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.78M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.75M

Sector Composition

1 Technology 26.15%
2 Financials 11.09%
3 Healthcare 10.55%
4 Consumer Discretionary 7.82%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4K ﹤0.01%
327
+218
1252
$4K ﹤0.01%
171
1253
$4K ﹤0.01%
226
1254
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72
1255
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138
1256
$4K ﹤0.01%
275
1257
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59
1258
$4K ﹤0.01%
98
1259
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125
1260
$4K ﹤0.01%
107
-36
1261
$4K ﹤0.01%
459
1262
$4K ﹤0.01%
26
+4
1263
$4K ﹤0.01%
400
1264
$4K ﹤0.01%
146
-2,833
1265
$3K ﹤0.01%
223
1266
$3K ﹤0.01%
143
1267
$3K ﹤0.01%
60
1268
$3K ﹤0.01%
57
1269
$3K ﹤0.01%
+94
1270
$3K ﹤0.01%
22
1271
$3K ﹤0.01%
+29
1272
$3K ﹤0.01%
66
+28
1273
$3K ﹤0.01%
+51
1274
$3K ﹤0.01%
+167
1275
$3K ﹤0.01%
33
-565
49 50
51
52 53