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
376
$170K 0.02%
2,055
+152
377
$169K 0.02%
453
-100
378
$169K 0.02%
7,413
-146
379
$168K 0.02%
648
380
$168K 0.02%
13,743
-673
381
$168K 0.02%
2,601
382
$166K 0.02%
2,713
+16
383
$166K 0.02%
2,226
-666
384
$166K 0.02%
1,177
-31
385
$166K 0.02%
644
-7
386
$163K 0.02%
1,833
-32
387
$162K 0.02%
664
-35
388
$161K 0.02%
3,728
-139
389
$159K 0.02%
2,369
-83
390
$159K 0.02%
6,600
391
$157K 0.02%
857
-17
392
$157K 0.02%
949
+5
393
$155K 0.02%
843
-50
394
$154K 0.02%
2,430
395
$153K 0.02%
1,844
-34
396
$153K 0.02%
1,985
-1,059
397
$153K 0.02%
10,491
-3,049
398
$153K 0.02%
414
-81
399
$152K 0.02%
1,241
+254
400
$151K 0.02%
1,903
-30
14 15
16
17 18