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
726
$42K 0.01%
1,964
727
$42K 0.01%
356
728
$42K 0.01%
2,682
729
$42K 0.01%
73
730
$42K 0.01%
+2,420
731
$42K 0.01%
229
732
$42K 0.01%
829
733
$42K 0.01%
162
734
$41K 0.01%
182
+72
735
$41K 0.01%
1,881
+1,729
736
$41K 0.01%
222
-2
737
$41K 0.01%
2,630
738
$41K 0.01%
400
739
$41K 0.01%
177
740
$41K 0.01%
1,817
+689
741
$40K 0.01%
889
-88
742
$40K 0.01%
430
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743
$40K 0.01%
1,673
+1,531
744
$39K 0.01%
280
745
$39K 0.01%
1,498
746
$39K 0.01%
841
-47
747
$39K 0.01%
5,700
748
$39K 0.01%
411
749
$39K 0.01%
437
750
$39K 0.01%
108
28 29
30
31 32