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
676
$53K 0.01%
+535
677
$52K 0.01%
461
678
$52K 0.01%
1,043
-452
679
$52K 0.01%
4,609
-2,378
680
$51K 0.01%
758
681
$51K 0.01%
178
682
$51K 0.01%
1,150
-6,601
683
$51K 0.01%
244
684
$51K 0.01%
86
-40
685
$51K 0.01%
1,246
686
$50K 0.01%
392
-26
687
$50K 0.01%
498
688
$50K 0.01%
3,392
689
$50K 0.01%
1,234
+22
690
$50K 0.01%
1,597
691
$49K 0.01%
1,300
692
$49K 0.01%
267
-4
693
$49K 0.01%
365
-42
694
$49K 0.01%
499
-49
695
$49K 0.01%
413
696
$48K 0.01%
493
+134
697
$48K 0.01%
444
+252
698
$48K 0.01%
879
699
$47K 0.01%
684
-49
700
$47K 0.01%
416
26 27
28
29 30