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
401
$150K 0.02%
5,144
-1,426
402
$150K 0.02%
278
-30
403
$150K 0.02%
12,857
404
$150K 0.02%
2,472
405
$149K 0.02%
1,156
-31
406
$148K 0.02%
630
-405
407
$147K 0.02%
10,847
+8,312
408
$147K 0.02%
2,847
+389
409
$146K 0.02%
408
-200
410
$146K 0.02%
591
+39
411
$146K 0.02%
3,198
412
$145K 0.02%
1,480
+133
413
$145K 0.02%
12,635
-1,380
414
$145K 0.02%
689
-18
415
$143K 0.02%
4,218
+76
416
$142K 0.02%
4,350
+541
417
$142K 0.02%
5,353
+69
418
$139K 0.02%
4,392
+1,227
419
$138K 0.02%
5,773
+1,759
420
$136K 0.02%
+963
421
$136K 0.02%
440
-919
422
$135K 0.02%
411
423
$135K 0.02%
1,924
-87
424
$135K 0.02%
7,373
+267
425
$135K 0.02%
2,608
+183
15 16
17
18 19