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
701
$47K 0.01%
425
-28
702
$47K 0.01%
95
+44
703
$47K 0.01%
5,000
704
$47K 0.01%
1,750
-1,000
705
$47K 0.01%
485
+130
706
$47K 0.01%
743
-45
707
$46K 0.01%
815
708
$46K 0.01%
835
-73
709
$46K 0.01%
+3,212
710
$45K 0.01%
94
-3
711
$45K 0.01%
631
712
$45K 0.01%
1,165
-21
713
$45K 0.01%
3,690
-119
714
$45K 0.01%
174
715
$44K 0.01%
21,240
716
$44K 0.01%
416
+3
717
$44K 0.01%
592
718
$44K 0.01%
493
719
$44K 0.01%
+278
720
$44K 0.01%
400
721
$43K 0.01%
717
722
$43K 0.01%
190
+32
723
$43K 0.01%
969
-72
724
$43K 0.01%
3,387
725
$43K 0.01%
1,582
-1,595
27 28
29
30 31