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
1326
$3K ﹤0.01%
22
1327
$3K ﹤0.01%
100
1328
$2K ﹤0.01%
755
1329
$2K ﹤0.01%
+63
1330
$2K ﹤0.01%
68
1331
$2K ﹤0.01%
57
1332
$2K ﹤0.01%
58
1333
$2K ﹤0.01%
25
1334
$2K ﹤0.01%
11
1335
$2K ﹤0.01%
+28
1336
$2K ﹤0.01%
132
1337
$2K ﹤0.01%
42
-132
1338
$2K ﹤0.01%
110
1339
$2K ﹤0.01%
+53
1340
$2K ﹤0.01%
37
1341
$2K ﹤0.01%
76
1342
$2K ﹤0.01%
64
1343
$2K ﹤0.01%
100
1344
$2K ﹤0.01%
33
1345
$2K ﹤0.01%
61
1346
$2K ﹤0.01%
20
+5
1347
$2K ﹤0.01%
63
1348
$2K ﹤0.01%
45
1349
$2K ﹤0.01%
6
1350
$2K ﹤0.01%
71
52 53
54
55 56