FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

Sector Composition

1 Technology 22.98%
2 Healthcare 12.13%
3 Financials 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$2K ﹤0.01%
75
+44
1377
$2K ﹤0.01%
120
-11
1378
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33
1379
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122
1380
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124
1381
$2K ﹤0.01%
+1,000
1382
$2K ﹤0.01%
98
1383
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48
1384
$2K ﹤0.01%
71
1385
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6
-21
1386
$2K ﹤0.01%
50
1387
$1K ﹤0.01%
36
1388
$1K ﹤0.01%
1
1389
$1K ﹤0.01%
122
1390
$1K ﹤0.01%
3
1391
$1K ﹤0.01%
24
1392
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5
1393
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14
1394
$1K ﹤0.01%
32
1395
$1K ﹤0.01%
9
1396
$1K ﹤0.01%
12
1397
$1K ﹤0.01%
217
1398
$1K ﹤0.01%
17
1399
$1K ﹤0.01%
27
1400
$1K ﹤0.01%
15
54 55
56
57 58