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%
124
1377
$2K ﹤0.01%
+1,000
1378
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98
1379
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48
1380
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71
1381
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6
-21
1382
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50
1383
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105
1384
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3,000
+1,000
1385
$2K ﹤0.01%
17
1386
$2K ﹤0.01%
200
1387
$1K ﹤0.01%
100
1388
$1K ﹤0.01%
19
1389
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125
1390
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20
1391
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38
1392
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54
1393
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1394
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2
1395
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28
1396
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94
1397
$1K ﹤0.01%
5
1398
$1K ﹤0.01%
33
1399
$1K ﹤0.01%
100
1400
$1K ﹤0.01%
25
54 55
56
57 58