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
1501
$1K ﹤0.01%
75
1502
$1K ﹤0.01%
79
1503
$1K ﹤0.01%
30
-113
1504
$1K ﹤0.01%
43
1505
$1K ﹤0.01%
19
1506
$1K ﹤0.01%
94
1507
$1K ﹤0.01%
5
1508
$1K ﹤0.01%
33
1509
$1K ﹤0.01%
100
1510
$1K ﹤0.01%
25
1511
$1K ﹤0.01%
35
1512
$1K ﹤0.01%
36
-96
1513
$1K ﹤0.01%
120
+4
1514
$1K ﹤0.01%
13
1515
$1K ﹤0.01%
5
1516
$1K ﹤0.01%
7
1517
$1K ﹤0.01%
53
1518
$1K ﹤0.01%
30
1519
$1K ﹤0.01%
+107
1520
$1K ﹤0.01%
9
1521
– –
-1,351
1522
– –
-106
1523
– –
-1,480
1524
– –
-12
1525
– –
-13
59 60
61
62 63