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
801
$31K ﹤0.01%
218
-264
802
$31K ﹤0.01%
971
-55
803
$31K ﹤0.01%
226
-138
804
$31K ﹤0.01%
1,126
+679
805
$31K ﹤0.01%
752
806
$31K ﹤0.01%
242
807
$31K ﹤0.01%
1,180
-119
808
$31K ﹤0.01%
600
809
$31K ﹤0.01%
375
810
$31K ﹤0.01%
1,000
811
$30K ﹤0.01%
369
812
$30K ﹤0.01%
1,531
-124
813
$30K ﹤0.01%
317
-16
814
$30K ﹤0.01%
217
-22
815
$30K ﹤0.01%
840
816
$30K ﹤0.01%
682
+263
817
$30K ﹤0.01%
1,302
818
$30K ﹤0.01%
341
819
$30K ﹤0.01%
276
-9
820
$30K ﹤0.01%
281
-29
821
$30K ﹤0.01%
264
+152
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