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
626
$63K 0.01%
+1,852
627
$63K 0.01%
981
-492
628
$63K 0.01%
496
-191
629
$63K 0.01%
555
+205
630
$62K 0.01%
277
631
$62K 0.01%
+629
632
$61K 0.01%
648
633
$61K 0.01%
792
634
$61K 0.01%
3,107
-11,864
635
$60K 0.01%
437
636
$60K 0.01%
1,397
+500
637
$60K 0.01%
768
+84
638
$59K 0.01%
3,100
639
$59K 0.01%
836
640
$59K 0.01%
3,640
-255
641
$58K 0.01%
1,829
-68
642
$58K 0.01%
+2,646
643
$58K 0.01%
405
-28
644
$58K 0.01%
4,982
-373
645
$58K 0.01%
3,252
-679
646
$58K 0.01%
747
+79
647
$57K 0.01%
439
+139
648
$57K 0.01%
3,355
649
$57K 0.01%
281
+2
650
$57K 0.01%
441
24 25
26
27 28