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
826
$29K ﹤0.01%
+226
827
$29K ﹤0.01%
318
-94
828
$28K ﹤0.01%
868
+17
829
$28K ﹤0.01%
2,714
830
$28K ﹤0.01%
386
-31
831
$28K ﹤0.01%
155
832
$28K ﹤0.01%
281
833
$28K ﹤0.01%
1,525
834
$27K ﹤0.01%
624
835
$27K ﹤0.01%
725
836
$27K ﹤0.01%
2,922
837
$27K ﹤0.01%
85
838
$26K ﹤0.01%
528
-30
839
$26K ﹤0.01%
455
-20
840
$26K ﹤0.01%
1,249
841
$26K ﹤0.01%
360
-122
842
$26K ﹤0.01%
343
-85
843
$26K ﹤0.01%
173
-4
844
$26K ﹤0.01%
151
+6
845
$26K ﹤0.01%
525
846
$26K ﹤0.01%
1,338
-76
847
$25K ﹤0.01%
106
848
$25K ﹤0.01%
274
849
$25K ﹤0.01%
300
850
$25K ﹤0.01%
366
32 33
34
35 36