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
426
$134K 0.02%
3,512
-50
427
$133K 0.02%
2,049
-152
428
$133K 0.02%
541
-19
429
$133K 0.02%
2,554
-143
430
$131K 0.02%
8,166
+17
431
$130K 0.02%
1,497
432
$130K 0.02%
4,681
433
$129K 0.02%
190
-8
434
$128K 0.02%
5,118
435
$128K 0.02%
964
-312
436
$127K 0.02%
4,708
+448
437
$127K 0.02%
1,768
-146
438
$127K 0.02%
607
439
$127K 0.02%
448
440
$127K 0.02%
941
-41
441
$127K 0.02%
1,314
-45
442
$126K 0.02%
1,572
-227
443
$126K 0.02%
4,583
444
$125K 0.02%
7,760
445
$125K 0.02%
2,155
446
$123K 0.02%
1,786
-68
447
$122K 0.02%
1,561
-14
448
$122K 0.02%
3,162
449
$122K 0.02%
295
450
$122K 0.02%
552
+18
16 17
18
19 20