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
601
$68K 0.01%
1,426
-923
602
$68K 0.01%
4,887
-233
603
$68K 0.01%
327
-23
604
$68K 0.01%
1,516
+763
605
$68K 0.01%
488
606
$67K 0.01%
15,512
+14,585
607
$67K 0.01%
2,449
-160
608
$67K 0.01%
1,415
-103
609
$67K 0.01%
3,327
-405
610
$67K 0.01%
1,000
611
$67K 0.01%
500
612
$66K 0.01%
197
-32
613
$66K 0.01%
331
-6
614
$66K 0.01%
790
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615
$66K 0.01%
157
-43
616
$65K 0.01%
593
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617
$65K 0.01%
1,770
-59
618
$65K 0.01%
2,806
-146
619
$65K 0.01%
2,160
+680
620
$65K 0.01%
234
621
$64K 0.01%
355
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622
$64K 0.01%
487
-20
623
$63K 0.01%
4,760
624
$63K 0.01%
321
+7
625
$63K 0.01%
2,010
-188
23 24
25
26 27