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
1276
$3K ﹤0.01%
+65
1277
$3K ﹤0.01%
109
1278
$3K ﹤0.01%
132
1279
$3K ﹤0.01%
106
1280
$3K ﹤0.01%
110
1281
$3K ﹤0.01%
178
1282
$3K ﹤0.01%
40
-13
1283
$3K ﹤0.01%
35
1284
$3K ﹤0.01%
112
1285
$3K ﹤0.01%
32
1286
$3K ﹤0.01%
64
1287
$3K ﹤0.01%
100
1288
$3K ﹤0.01%
33
1289
$3K ﹤0.01%
50
1290
$3K ﹤0.01%
63
1291
$3K ﹤0.01%
71
1292
$3K ﹤0.01%
8
1293
$3K ﹤0.01%
194
1294
$3K ﹤0.01%
29
1295
$3K ﹤0.01%
33
1296
$3K ﹤0.01%
60
1297
$3K ﹤0.01%
32
1298
$3K ﹤0.01%
34
-48
1299
$3K ﹤0.01%
200
1300
$3K ﹤0.01%
33
50 51
52
53 54