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
51
$3.2M 0.46%
19,879
-152
52
$3.17M 0.46%
11,271
+1,073
53
$3.14M 0.45%
27,556
+202
54
$3.01M 0.44%
20,011
-4,225
55
$2.98M 0.43%
16,166
-532
56
$2.79M 0.4%
11,469
+483
57
$2.76M 0.4%
22,663
+704
58
$2.7M 0.39%
7
-2
59
$2.59M 0.37%
42,090
+1,737
60
$2.55M 0.37%
24,740
+240
61
$2.46M 0.36%
11,878
+11,312
62
$2.42M 0.35%
110,118
+5,840
63
$2.37M 0.34%
14,951
+3,902
64
$2.32M 0.34%
9,538
+641
65
$2.25M 0.33%
25,059
+1,566
66
$2.23M 0.32%
8,092
-170
67
$2.18M 0.32%
38,233
-886
68
$2.03M 0.29%
4,060
+409
69
$1.98M 0.29%
14,654
+1,320
70
$1.92M 0.28%
4,068
+484
71
$1.91M 0.28%
24,559
+6,576
72
$1.9M 0.28%
7,731
+1,002
73
$1.88M 0.27%
15,913
+194
74
$1.84M 0.27%
10,709
+104
75
$1.79M 0.26%
11,715
+232
1 2
3
4 5