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
1301
$3K ﹤0.01%
25
1302
$3K ﹤0.01%
174
1303
$3K ﹤0.01%
38
1304
$3K ﹤0.01%
59
-110
1305
$3K ﹤0.01%
98
1306
$3K ﹤0.01%
11
1307
$3K ﹤0.01%
266
+2
1308
$3K ﹤0.01%
206
1309
$3K ﹤0.01%
400
+300
1310
$3K ﹤0.01%
+250
1311
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113
-29
1312
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109
1313
$3K ﹤0.01%
200
1314
$3K ﹤0.01%
319
1315
$3K ﹤0.01%
46
1316
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202
+52
1317
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202
1318
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45
+10
1319
$3K ﹤0.01%
28
1320
$3K ﹤0.01%
140
-24
1321
$3K ﹤0.01%
47
1322
$3K ﹤0.01%
36
1323
$3K ﹤0.01%
60
1324
$3K ﹤0.01%
300
1325
$3K ﹤0.01%
15
51 52
53
54 55