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FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$790M
AUM Growth
-$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,621
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.56M
3
+$5.49M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.68M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$2.72M

Top Sells

1
+$6.66M
2
+$6.26M
3
+$3.18M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.56M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.76M

Sector Composition

1 Technology 26.15%
2 Financials 11.09%
3 Healthcare 10.55%
4 Consumer Discretionary 7.82%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
– –
-5,847
1477
$0 ﹤0.01%
50
1478
– –
-109
1479
$0 ﹤0.01%
79
1480
– –
-209
1481
– –
-3,311
1482
– –
-728
1483
– –
-14
1484
– –
-50
1485
– –
-440
1486
$0 ﹤0.01%
25
1487
$0 ﹤0.01%
5
1488
$0 ﹤0.01%
7
1489
$0 ﹤0.01%
1
-179
1490
– –
-123
1491
– –
-786
1492
– –
-429
1493
$0 ﹤0.01%
107
1494
$0 ﹤0.01%
22
1495
– –
-9
1496
– –
-509
1497
– –
-722
1498
$0 ﹤0.01%
2
1499
– –
-493
1500
– –
-285
58 59
60
61 62