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
851
$25K ﹤0.01%
466
+400
852
$24K ﹤0.01%
816
-47
853
$24K ﹤0.01%
923
+88
854
$24K ﹤0.01%
330
855
$24K ﹤0.01%
1,609
856
$24K ﹤0.01%
566
-205
857
$24K ﹤0.01%
4,748
858
$24K ﹤0.01%
400
859
$24K ﹤0.01%
151
-30
860
$24K ﹤0.01%
1,575
861
$24K ﹤0.01%
1,000
862
$24K ﹤0.01%
504
+1
863
$24K ﹤0.01%
190
-39
864
$24K ﹤0.01%
957
865
$24K ﹤0.01%
2,263
-265
866
$23K ﹤0.01%
438
867
$23K ﹤0.01%
1,400
868
$23K ﹤0.01%
500
869
$23K ﹤0.01%
255
870
$23K ﹤0.01%
+256
871
$23K ﹤0.01%
350
-7,598
872
$23K ﹤0.01%
230
873
$23K ﹤0.01%
376
-144
874
$23K ﹤0.01%
169
-42
875
$23K ﹤0.01%
594
-184
33 34
35
36 37