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