FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$9.2M
2
+$2.29M
3
+$2.24M
4
LMT icon
Lockheed Martin
LMT
+$2.15M
5
GS icon
Goldman Sachs
GS
+$1.48M

Top Sells

1
+$1.71M
2
+$825K
3
+$817K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$733K
5
MSFT icon
Microsoft
MSFT
+$733K

Sector Composition

1 Technology 21.14%
2 Financials 12.33%
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
701
$47K 0.01%
1,750
-1,000
702
$47K 0.01%
485
+130
703
$47K 0.01%
1,486
-90
704
$47K 0.01%
425
-28
705
$47K 0.01%
95
+44
706
$47K 0.01%
5,000
707
$46K 0.01%
815
708
$46K 0.01%
742
-65
709
$46K 0.01%
+3,212
710
$45K 0.01%
1,165
-21
711
$45K 0.01%
3,690
-119
712
$45K 0.01%
174
713
$45K 0.01%
94
-3
714
$45K 0.01%
631
715
$44K 0.01%
21,240
716
$44K 0.01%
416
+3
717
$44K 0.01%
592
718
$44K 0.01%
+278
719
$44K 0.01%
400
720
$44K 0.01%
493
721
$43K 0.01%
3,387
722
$43K 0.01%
1,582
-1,595
723
$43K 0.01%
717
724
$43K 0.01%
190
+32
725
$43K 0.01%
969
-72
27 28
29
30 31