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
776
$35K 0.01%
+2,646
777
$35K 0.01%
247
+95
778
$35K 0.01%
2,481
-1,238
779
$35K 0.01%
3,638
-496
780
$34K ﹤0.01%
360
781
$34K ﹤0.01%
97
-9
782
$34K ﹤0.01%
777
783
$34K ﹤0.01%
2,225
-128
784
$34K ﹤0.01%
992
785
$34K ﹤0.01%
600
-29
786
$34K ﹤0.01%
233
-212
787
$34K ﹤0.01%
780
-48
788
$33K ﹤0.01%
1,500
789
$33K ﹤0.01%
653
-77
790
$33K ﹤0.01%
330
791
$33K ﹤0.01%
725
-21
792
$33K ﹤0.01%
562
-13
793
$33K ﹤0.01%
+196
794
$32K ﹤0.01%
900
795
$32K ﹤0.01%
3,162
-180
796
$32K ﹤0.01%
559
-4
797
$32K ﹤0.01%
277
798
$32K ﹤0.01%
+469
799
$32K ﹤0.01%
114
800
$31K ﹤0.01%
218
-264
30 31
32
33 34