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
926
$18K ﹤0.01%
152
927
$17K ﹤0.01%
600
928
$17K ﹤0.01%
1,200
929
$17K ﹤0.01%
298
930
$17K ﹤0.01%
194
931
$17K ﹤0.01%
385
932
$17K ﹤0.01%
1,816
-103
933
$17K ﹤0.01%
494
-1,390
934
$17K ﹤0.01%
4,169
+88
935
$17K ﹤0.01%
1,260
936
$17K ﹤0.01%
179
937
$17K ﹤0.01%
1,265
938
$16K ﹤0.01%
128
-16
939
$16K ﹤0.01%
200
940
$16K ﹤0.01%
600
941
$16K ﹤0.01%
225
942
$16K ﹤0.01%
313
-13
943
$16K ﹤0.01%
183
944
$16K ﹤0.01%
+250
945
$16K ﹤0.01%
275
946
$16K ﹤0.01%
750
+250
947
$16K ﹤0.01%
53
948
$16K ﹤0.01%
363
949
$16K ﹤0.01%
339
950
$16K ﹤0.01%
96
36 37
38
39 40