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
176
$662K 0.09%
10,356
-6,787
177
$658K 0.09%
9,152
-539
178
$644K 0.09%
6,264
-7,431
179
$636K 0.09%
1,454
+11
180
$635K 0.09%
2,767
-9
181
$633K 0.08%
3,824
182
$619K 0.08%
16,640
+720
183
$610K 0.08%
1,958
+50
184
$594K 0.08%
12,476
+364
185
$594K 0.08%
26,240
-6,800
186
$589K 0.08%
7,251
+622
187
$587K 0.08%
6,897
+5,985
188
$577K 0.08%
2,102
+272
189
$575K 0.08%
7,259
190
$572K 0.08%
6,102
+2,509
191
$569K 0.08%
7,605
+460
192
$563K 0.08%
14,081
+328
193
$554K 0.07%
20,920
-6,936
194
$552K 0.07%
2,888
-2,317
195
$551K 0.07%
3,414
+33
196
$545K 0.07%
2,057
197
$541K 0.07%
10,198
+54
198
$541K 0.07%
4,356
-977
199
$541K 0.07%
6,615
-1,747
200
$532K 0.07%
2,246
-293
6 7
8
9 10