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
126
$1.12M 0.15%
38,911
-10,192
127
$1.11M 0.15%
13,808
+4,673
128
$1.08M 0.15%
94,803
+9,499
129
$1.08M 0.14%
12,643
-2,877
130
$1.06M 0.14%
4,878
-162
131
$1.06M 0.14%
18,070
+7,812
132
$1.05M 0.14%
4,183
+3,828
133
$1.03M 0.14%
17,948
134
$1.03M 0.14%
25,047
-52
135
$1.02M 0.14%
4,649
-513
136
$1M 0.13%
2,337
+1,017
137
$984K 0.13%
18,538
+14,998
138
$960K 0.13%
8,094
-7,932
139
$958K 0.13%
4,150
+3
140
$953K 0.13%
1,707
-2,361
141
$936K 0.13%
4,551
-266
142
$924K 0.12%
26,959
-6,769
143
$907K 0.12%
7,594
+6,793
144
$904K 0.12%
5,445
-830
145
$892K 0.12%
13,466
146
$879K 0.12%
2,055
-724
147
$870K 0.12%
9,623
-15,436
148
$869K 0.12%
10,422
-8,128
149
$868K 0.12%
13,910
-543
150
$864K 0.12%
2,881
+737
4 5
6
7 8