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
1351
$2K ﹤0.01%
181
1352
$2K ﹤0.01%
50
1353
$2K ﹤0.01%
31
1354
$2K ﹤0.01%
75
1355
$2K ﹤0.01%
292
1356
$2K ﹤0.01%
31
1357
$2K ﹤0.01%
42
1358
$2K ﹤0.01%
36
1359
$2K ﹤0.01%
50
1360
– –
0
1361
$2K ﹤0.01%
91
1362
$2K ﹤0.01%
17
1363
$2K ﹤0.01%
206
1364
$2K ﹤0.01%
105
1365
$2K ﹤0.01%
19
1366
$1K ﹤0.01%
12
-77
1367
$1K ﹤0.01%
94
1368
$1K ﹤0.01%
33
1369
$1K ﹤0.01%
20
-30
1370
$1K ﹤0.01%
100
1371
$1K ﹤0.01%
+23
1372
$1K ﹤0.01%
36
1373
$1K ﹤0.01%
13
1374
$1K ﹤0.01%
53
1375
$1K ﹤0.01%
12
53 54
55
56 57