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
$747M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.97M
3
+$2.83M
4
LMT icon
Lockheed Martin
LMT
+$2.75M
5
SNOW icon
Snowflake
SNOW
+$1.95M

Top Sells

1
+$4.09M
2
+$3.97M
3
+$2.05M
4
JPM icon
JPMorgan Chase
JPM
+$1.94M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.86M

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%
24
1502
$1K ﹤0.01%
5
1503
$1K ﹤0.01%
17
1504
$1K ﹤0.01%
27
1505
$1K ﹤0.01%
15
1506
$1K ﹤0.01%
43
1507
$1K ﹤0.01%
25
1508
$1K ﹤0.01%
18
-24
1509
$1K ﹤0.01%
+100
1510
$1K ﹤0.01%
75
1511
$1K ﹤0.01%
79
1512
$1K ﹤0.01%
30
-113
1513
$1K ﹤0.01%
19
1514
$1K ﹤0.01%
35
1515
$1K ﹤0.01%
36
-96
1516
$1K ﹤0.01%
120
+4
1517
$1K ﹤0.01%
7
1518
$1K ﹤0.01%
49
1519
$1K ﹤0.01%
6
1520
$1K ﹤0.01%
110
1521
– –
-51
1522
– –
-800
1523
– –
-90
1524
– –
-1,000
1525
– –
-16,130
59 60
61
62 63