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
$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 11.04%
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%
105
+49
1252
$4K ﹤0.01%
459
1253
$4K ﹤0.01%
26
+4
1254
$4K ﹤0.01%
400
1255
$4K ﹤0.01%
146
-2,833
1256
$4K ﹤0.01%
53
1257
$4K ﹤0.01%
81
1258
$4K ﹤0.01%
24
1259
$4K ﹤0.01%
86
1260
$4K ﹤0.01%
35
1261
$4K ﹤0.01%
64
1262
$4K ﹤0.01%
+55
1263
$4K ﹤0.01%
72
-44
1264
$4K ﹤0.01%
100
1265
$3K ﹤0.01%
63
1266
$3K ﹤0.01%
31
1267
$3K ﹤0.01%
112
1268
$3K ﹤0.01%
223
1269
$3K ﹤0.01%
143
1270
$3K ﹤0.01%
60
1271
$3K ﹤0.01%
57
1272
$3K ﹤0.01%
+94
1273
$3K ﹤0.01%
106
1274
$3K ﹤0.01%
145
1275
$3K ﹤0.01%
369
49 50
51
52 53