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
501
$96K 0.01%
2,405
-95
502
$95K 0.01%
800
503
$95K 0.01%
2,382
-845
504
$95K 0.01%
2,470
505
$94K 0.01%
600
506
$94K 0.01%
1,176
-38
507
$94K 0.01%
1,500
508
$93K 0.01%
732
+694
509
$93K 0.01%
3,318
-193
510
$93K 0.01%
599
-11
511
$92K 0.01%
1,843
-66
512
$92K 0.01%
2,436
-935
513
$91K 0.01%
651
-290
514
$91K 0.01%
1,330
-58
515
$91K 0.01%
612
-20
516
$91K 0.01%
5,513
517
$90K 0.01%
1,219
518
$90K 0.01%
944
-38
519
$90K 0.01%
604
-55
520
$88K 0.01%
9,386
-2,962
521
$88K 0.01%
3,159
-201
522
$88K 0.01%
1,372
+71
523
$88K 0.01%
60
+50
524
$88K 0.01%
328
-94
525
$88K 0.01%
1,525
19 20
21
22 23