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
351
$196K 0.03%
2,492
-433
352
$196K 0.03%
+3,763
353
$195K 0.03%
3,651
-795
354
$194K 0.03%
3,478
355
$193K 0.03%
1,029
+248
356
$192K 0.03%
1,482
+28
357
$190K 0.03%
16,130
+16,019
358
$187K 0.03%
5,841
-18
359
$186K 0.03%
926
-96
360
$186K 0.03%
1,985
+22
361
$185K 0.03%
1,563
-47
362
$184K 0.03%
3,392
-102
363
$183K 0.03%
5,564
+24
364
$179K 0.03%
1,834
+8
365
$179K 0.03%
3,777
-133
366
$179K 0.03%
7,699
-128
367
$178K 0.03%
3,155
-166
368
$178K 0.03%
3,061
-90
369
$176K 0.03%
1,074
-400
370
$174K 0.03%
1,470
371
$174K 0.03%
1,752
372
$172K 0.02%
1,205
-21
373
$172K 0.02%
12,489
+430
374
$171K 0.02%
1,254
-90
375
$171K 0.02%
906
13 14
15
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