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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
1576
– –
-175
1577
$0 ﹤0.01%
12
1578
– –
-1
1579
– –
-1,204
1580
$0 ﹤0.01%
12
-110
1581
$0 ﹤0.01%
1
1582
$0 ﹤0.01%
10
1583
– –
-124
1584
– –
-109
1585
– –
-21
1586
– –
-500
1587
$0 ﹤0.01%
2
1588
$0 ﹤0.01%
+4
1589
– –
-266
1590
$0 ﹤0.01%
10
1591
$0 ﹤0.01%
3
1592
$0 ﹤0.01%
2
-10
1593
$0 ﹤0.01%
2
1594
– –
-100
1595
– –
-920
1596
– –
-29
1597
$0 ﹤0.01%
11
-6
1598
$0 ﹤0.01%
12
1599
– –
-1,019
1600
– –
-3,912
61 62 63
64
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