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%
6
-21
1377
$2K ﹤0.01%
50
1378
$2K ﹤0.01%
+31
1379
$2K ﹤0.01%
103
1380
$2K ﹤0.01%
65
1381
$2K ﹤0.01%
56
1382
$2K ﹤0.01%
+26
1383
$2K ﹤0.01%
60
1384
$2K ﹤0.01%
3,000
+1,000
1385
$2K ﹤0.01%
17
1386
$2K ﹤0.01%
105
1387
$1K ﹤0.01%
44
1388
$1K ﹤0.01%
+2
1389
$1K ﹤0.01%
54
1390
$1K ﹤0.01%
14
1391
$1K ﹤0.01%
7
1392
$1K ﹤0.01%
49
1393
$1K ﹤0.01%
12
1394
$1K ﹤0.01%
32
1395
$1K ﹤0.01%
4
1396
$1K ﹤0.01%
42
1397
$1K ﹤0.01%
12
1398
$1K ﹤0.01%
33
1399
$1K ﹤0.01%
237
1400
$1K ﹤0.01%
10
54 55
56
57 58