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
1451
$1K ﹤0.01%
36
1452
$1K ﹤0.01%
117
1453
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38
1454
$1K ﹤0.01%
100
1455
$1K ﹤0.01%
426
1456
$1K ﹤0.01%
2
1457
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52
1458
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10
1459
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113
-33
1460
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22
1461
$1K ﹤0.01%
104
1462
$1K ﹤0.01%
6
1463
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110
1464
$1K ﹤0.01%
100
1465
$1K ﹤0.01%
19
1466
$1K ﹤0.01%
21
1467
$1K ﹤0.01%
110
1468
$1K ﹤0.01%
3
1469
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5
1470
$1K ﹤0.01%
13
1471
$1K ﹤0.01%
11
1472
$1K ﹤0.01%
+100
1473
$1K ﹤0.01%
13
1474
$1K ﹤0.01%
22
1475
$1K ﹤0.01%
+60
57 58
59
60 61