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
1426
$1K ﹤0.01%
13
1427
$1K ﹤0.01%
6
-8
1428
$1K ﹤0.01%
+16
1429
$1K ﹤0.01%
13
1430
$1K ﹤0.01%
+5
1431
$1K ﹤0.01%
36
1432
$1K ﹤0.01%
117
1433
$1K ﹤0.01%
38
1434
$1K ﹤0.01%
100
1435
$1K ﹤0.01%
426
1436
$1K ﹤0.01%
2
1437
$1K ﹤0.01%
52
1438
$1K ﹤0.01%
10
1439
$1K ﹤0.01%
113
-33
1440
$1K ﹤0.01%
22
1441
$1K ﹤0.01%
104
1442
$1K ﹤0.01%
6
1443
$1K ﹤0.01%
110
1444
$1K ﹤0.01%
100
1445
$1K ﹤0.01%
19
1446
$1K ﹤0.01%
21
1447
$1K ﹤0.01%
110
1448
$1K ﹤0.01%
3
1449
$1K ﹤0.01%
5
1450
$1K ﹤0.01%
13
56 57
58
59 60