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
576
$73K 0.01%
316
-1
577
$73K 0.01%
403
+303
578
$73K 0.01%
717
579
$72K 0.01%
1,958
-52
580
$72K 0.01%
997
581
$72K 0.01%
482
582
$72K 0.01%
1,112
583
$72K 0.01%
844
+668
584
$72K 0.01%
871
-54
585
$72K 0.01%
3,000
586
$72K 0.01%
1,956
587
$72K 0.01%
1,351
-77
588
$71K 0.01%
2,319
+338
589
$71K 0.01%
+3,454
590
$71K 0.01%
508
-1,134
591
$71K 0.01%
662
-344
592
$70K 0.01%
1,768
-67
593
$70K 0.01%
860
+323
594
$69K 0.01%
2,939
-235
595
$69K 0.01%
2,603
+17
596
$69K 0.01%
2,584
-1,035
597
$68K 0.01%
836
-35
598
$68K 0.01%
772
-53
599
$68K 0.01%
951
-22
600
$68K 0.01%
1,185
+720
22 23
24
25 26