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
801
$31K ﹤0.01%
971
-55
802
$31K ﹤0.01%
226
-138
803
$31K ﹤0.01%
1,126
+679
804
$31K ﹤0.01%
752
805
$31K ﹤0.01%
242
806
$31K ﹤0.01%
1,180
-119
807
$31K ﹤0.01%
600
808
$31K ﹤0.01%
375
809
$31K ﹤0.01%
1,000
810
$31K ﹤0.01%
2,015
811
$30K ﹤0.01%
369
812
$30K ﹤0.01%
1,531
-124
813
$30K ﹤0.01%
317
-16
814
$30K ﹤0.01%
281
-29
815
$30K ﹤0.01%
264
+152
816
$30K ﹤0.01%
217
-22
817
$30K ﹤0.01%
840
818
$30K ﹤0.01%
682
+263
819
$30K ﹤0.01%
1,302
820
$30K ﹤0.01%
341
821
$30K ﹤0.01%
276
-9
822
$29K ﹤0.01%
680
-32
823
$29K ﹤0.01%
1,236
824
$29K ﹤0.01%
1,300
+100
825
$29K ﹤0.01%
2,265
31 32
33
34 35