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
1401
$1K ﹤0.01%
59
1402
$1K ﹤0.01%
+5
1403
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22
1404
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123
1405
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1406
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1407
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1408
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1409
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2
1410
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3
1411
$1K ﹤0.01%
1
1412
$1K ﹤0.01%
13
1413
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82
1414
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167
-21
1415
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7
1416
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24
+1
1417
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3
1418
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1419
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1420
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4
-19
1421
$1K ﹤0.01%
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1422
$1K ﹤0.01%
1
1423
$1K ﹤0.01%
29
1424
$1K ﹤0.01%
50
1425
$1K ﹤0.01%
3
55 56
57
58 59