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
1301
$3K ﹤0.01%
105
1302
$3K ﹤0.01%
84
1303
$3K ﹤0.01%
8
-16
1304
$3K ﹤0.01%
146
-9,646
1305
$3K ﹤0.01%
174
1306
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31
1307
$3K ﹤0.01%
22
1308
$3K ﹤0.01%
+29
1309
$3K ﹤0.01%
66
+28
1310
$3K ﹤0.01%
+51
1311
$3K ﹤0.01%
+167
1312
$3K ﹤0.01%
33
-565
1313
$2K ﹤0.01%
65
1314
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35
1315
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16
1316
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1317
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1318
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1319
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32
1320
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1321
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58
1322
$2K ﹤0.01%
8
-3
1323
$2K ﹤0.01%
+35
1324
$2K ﹤0.01%
+40
1325
$2K ﹤0.01%
54
51 52
53
54 55