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
876
$22K ﹤0.01%
328
+30
877
$22K ﹤0.01%
493
878
$22K ﹤0.01%
258
-11
879
$22K ﹤0.01%
469
-44
880
$22K ﹤0.01%
238
+64
881
$22K ﹤0.01%
2,463
882
$22K ﹤0.01%
318
883
$22K ﹤0.01%
360
884
$22K ﹤0.01%
123
885
$22K ﹤0.01%
100
886
$22K ﹤0.01%
1,849
-106
887
$22K ﹤0.01%
1,100
888
$21K ﹤0.01%
173
-8
889
$21K ﹤0.01%
1,349
+1,270
890
$21K ﹤0.01%
250
891
$21K ﹤0.01%
440
892
$21K ﹤0.01%
381
893
$21K ﹤0.01%
235
+72
894
$21K ﹤0.01%
635
895
$21K ﹤0.01%
33
896
$21K ﹤0.01%
367
897
$20K ﹤0.01%
628
-66
898
$20K ﹤0.01%
11
+1
899
$20K ﹤0.01%
294
-26
900
$20K ﹤0.01%
300
34 35
36
37 38