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
1376
$2K ﹤0.01%
130
+4
1377
$2K ﹤0.01%
547
+126
1378
$2K ﹤0.01%
200
1379
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134
1380
$2K ﹤0.01%
+50
1381
$2K ﹤0.01%
50
1382
$2K ﹤0.01%
25
1383
$2K ﹤0.01%
25
-10
1384
$2K ﹤0.01%
75
+44
1385
$2K ﹤0.01%
124
1386
$2K ﹤0.01%
3,000
+1,000
1387
$1K ﹤0.01%
75
1388
$1K ﹤0.01%
79
1389
$1K ﹤0.01%
30
-113
1390
$1K ﹤0.01%
43
1391
$1K ﹤0.01%
19
1392
$1K ﹤0.01%
35
1393
$1K ﹤0.01%
36
-96
1394
$1K ﹤0.01%
120
+4
1395
$1K ﹤0.01%
13
1396
$1K ﹤0.01%
5
1397
$1K ﹤0.01%
7
1398
$1K ﹤0.01%
53
1399
$1K ﹤0.01%
9
1400
$1K ﹤0.01%
44
54 55
56
57 58