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
451
$122K 0.02%
3,130
+248
452
$121K 0.02%
587
-78
453
$121K 0.02%
+1,269
454
$120K 0.02%
1,184
-64
455
$119K 0.02%
2,647
-126
456
$117K 0.02%
2,196
-72
457
$117K 0.02%
2,457
458
$117K 0.02%
551
-4
459
$116K 0.02%
774
-796
460
$116K 0.02%
2,508
-937
461
$116K 0.02%
8,353
-114
462
$115K 0.02%
1,476
463
$114K 0.02%
621
-215
464
$114K 0.02%
1,857
465
$113K 0.02%
14,469
-2,644
466
$112K 0.02%
1,331
+79
467
$112K 0.02%
595
+12
468
$110K 0.02%
348
-27
469
$110K 0.02%
890
-759
470
$109K 0.02%
3,500
471
$108K 0.02%
1,645
-49
472
$108K 0.02%
1,447
-82
473
$108K 0.02%
789
+550
474
$108K 0.02%
2,850
-528
475
$108K 0.02%
1,338
17 18
19
20 21