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
551
$81K 0.01%
1,565
-104
552
$81K 0.01%
413
+191
553
$81K 0.01%
1,243
-75
554
$80K 0.01%
868
-196
555
$80K 0.01%
3,085
556
$80K 0.01%
364
-12
557
$80K 0.01%
383
+225
558
$79K 0.01%
1,261
-62
559
$79K 0.01%
1,243
+234
560
$78K 0.01%
439
561
$77K 0.01%
+912
562
$77K 0.01%
2,835
563
$77K 0.01%
1,096
564
$77K 0.01%
1,985
+438
565
$77K 0.01%
3,416
-1,036
566
$77K 0.01%
890
-58
567
$76K 0.01%
581
-50
568
$76K 0.01%
980
-22
569
$76K 0.01%
829
-58
570
$75K 0.01%
7,093
+491
571
$74K 0.01%
256
-3
572
$74K 0.01%
1,806
-110
573
$74K 0.01%
2,294
-134
574
$74K 0.01%
2,519
-31
575
$74K 0.01%
561
-21
21 22
23
24 25