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
901
$20K ﹤0.01%
67
902
$20K ﹤0.01%
508
-196
903
$20K ﹤0.01%
1,000
904
$19K ﹤0.01%
2,332
905
$19K ﹤0.01%
+92
906
$19K ﹤0.01%
387
907
$19K ﹤0.01%
401
908
$19K ﹤0.01%
777
909
$19K ﹤0.01%
1,000
910
$19K ﹤0.01%
148
-30
911
$19K ﹤0.01%
800
912
$18K ﹤0.01%
112
913
$18K ﹤0.01%
1,053
-12
914
$18K ﹤0.01%
1,156
915
$18K ﹤0.01%
236
916
$18K ﹤0.01%
1,000
917
$18K ﹤0.01%
437
918
$18K ﹤0.01%
100
919
$18K ﹤0.01%
+723
920
$18K ﹤0.01%
872
+250
921
$18K ﹤0.01%
241
922
$18K ﹤0.01%
389
+80
923
$18K ﹤0.01%
1,100
924
$18K ﹤0.01%
818
+623
925
$18K ﹤0.01%
273
-28
35 36
37
38 39