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
201
$526K 0.07%
5,592
+223
202
$524K 0.07%
9,765
-150
203
$523K 0.07%
33,418
-4,600
204
$520K 0.07%
56,371
-13,811
205
$515K 0.07%
10,830
-675
206
$512K 0.07%
2,370
-1,031
207
$500K 0.07%
1,926
+1
208
$495K 0.07%
24,660
-493
209
$493K 0.07%
26,297
-3,030
210
$493K 0.07%
1,708
+10
211
$480K 0.06%
2,026
-139
212
$477K 0.06%
2,496
-215
213
$475K 0.06%
1,492
+66
214
$471K 0.06%
3,425
-705
215
$469K 0.06%
918
-87
216
$469K 0.06%
3,929
+1,286
217
$463K 0.06%
5,776
+96
218
$461K 0.06%
5,653
-1,518
219
$459K 0.06%
6,445
-6,157
220
$457K 0.06%
2,544
+58
221
$457K 0.06%
10,916
+2,794
222
$456K 0.06%
1,677
-105
223
$453K 0.06%
44,566
-4,256
224
$451K 0.06%
2,192
+14
225
$443K 0.06%
1,291
-471
7 8
9
10 11