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
526
$88K 0.01%
481
-51
527
$87K 0.01%
4,048
-377
528
$86K 0.01%
628
529
$86K 0.01%
617
+92
530
$85K 0.01%
6,763
531
$85K 0.01%
3,039
-174
532
$84K 0.01%
664
533
$84K 0.01%
659
+351
534
$84K 0.01%
1,710
-13
535
$84K 0.01%
1,234
-48
536
$84K 0.01%
801
537
$84K 0.01%
2,054
+16
538
$84K 0.01%
1,290
-150
539
$84K 0.01%
2,299
-221
540
$84K 0.01%
319
541
$83K 0.01%
937
-4
542
$83K 0.01%
208
543
$83K 0.01%
337
+194
544
$83K 0.01%
1,161
+984
545
$82K 0.01%
1,321
-1,123
546
$82K 0.01%
916
+4
547
$81K 0.01%
729
-15
548
$81K 0.01%
2,284
549
$81K 0.01%
1,000
-25
550
$81K 0.01%
4,000
20 21
22
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