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
651
$57K 0.01%
491
652
$57K 0.01%
1,252
+64
653
$57K 0.01%
2,640
-1,040
654
$56K 0.01%
1,004
-69
655
$56K 0.01%
754
-33
656
$56K 0.01%
1,384
-334
657
$56K 0.01%
1,779
658
$56K 0.01%
+669
659
$56K 0.01%
2,000
660
$56K 0.01%
783
-482
661
$56K 0.01%
485
662
$56K 0.01%
1,849
+127
663
$55K 0.01%
2,087
-45
664
$55K 0.01%
2,210
-497
665
$55K 0.01%
+2,037
666
$55K 0.01%
494
-3
667
$55K 0.01%
+1,000
668
$55K 0.01%
1,303
669
$54K 0.01%
+250
670
$54K 0.01%
468
+36
671
$54K 0.01%
1,940
-284
672
$53K 0.01%
426
-106
673
$53K 0.01%
1,020
-10
674
$53K 0.01%
1,560
-113
675
$53K 0.01%
298
-33
25 26
27
28 29