FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.97%
4 Consumer Discretionary 8.49%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$1K ﹤0.01%
47
1502
$1K ﹤0.01%
18
1503
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36
1504
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1
1505
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1506
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1507
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217
1508
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3
1509
$1K ﹤0.01%
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1510
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5
1511
$1K ﹤0.01%
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1512
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10
1513
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126
-33
1514
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2
1515
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28
1516
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15
1517
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1518
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1519
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43
1520
$1K ﹤0.01%
18
-24
1521
– –
-760
1522
– –
-59
1523
– –
-65
1524
– –
-106
1525
– –
-55
59 60
61
62 63