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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
1551
– –
-25
1552
– –
-854
1553
$0 ﹤0.01%
13
-200
1554
$0 ﹤0.01%
36
1555
– –
-250
1556
– –
-1,434
1557
– –
-34
1558
– –
-3,198
1559
$0 ﹤0.01%
2
1560
$0 ﹤0.01%
10
1561
$0 ﹤0.01%
6
1562
– –
0
1563
– –
-202
1564
$0 ﹤0.01%
19
1565
$0 ﹤0.01%
3
1566
– –
-1,786
1567
$0 ﹤0.01%
5
1568
– –
-600
1569
– –
-154
1570
– –
-506
1571
$0 ﹤0.01%
13
1572
– –
-232
1573
– –
-60
1574
– –
-500
1575
– –
-70
61 62
63
64 65