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
$691M
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,585
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$2.4M
3
+$2.34M
4
LMT icon
Lockheed Martin
LMT
+$2.31M
5
GS icon
Goldman Sachs
GS
+$1.56M

Top Sells

1
+$1.63M
2
+$902K
3
+$778K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$771K
5
MSFT icon
Microsoft
MSFT
+$745K

Sector Composition

1 Technology 21.14%
2 Financials 12.16%
3 Healthcare 11.81%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$325K 0.05%
3,888
-63
277
$313K 0.05%
2,334
+788
278
$313K 0.05%
3,920
+102
279
$312K 0.05%
4,773
+169
280
$311K 0.05%
2,050
+90
281
$308K 0.04%
1,612
+170
282
$304K 0.04%
10,026
-4,472
283
$304K 0.04%
4,255
+87
284
$301K 0.04%
12,366
+192
285
$300K 0.04%
7,530
+545
286
$299K 0.04%
4,895
+301
287
$298K 0.04%
4,953
+27
288
$295K 0.04%
12,406
-7,659
289
$295K 0.04%
2,136
290
$293K 0.04%
1,747
+15
291
$291K 0.04%
4,891
-97
292
$286K 0.04%
2,058
-80
293
$286K 0.04%
1,078
-20
294
$285K 0.04%
3,094
+132
295
$285K 0.04%
2,643
+229
296
$284K 0.04%
3,770
-586
297
$274K 0.04%
118
-2
298
$273K 0.04%
8,122
+846
299
$270K 0.04%
13,541
300
$270K 0.04%
2,812
-375
10 11
12
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