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
951
$16K ﹤0.01%
+1,000
952
$16K ﹤0.01%
75
-25
953
$15K ﹤0.01%
1,560
954
$15K ﹤0.01%
2,346
955
$15K ﹤0.01%
940
+243
956
$15K ﹤0.01%
206
-67
957
$15K ﹤0.01%
1,683
+19
958
$15K ﹤0.01%
13
-1
959
$15K ﹤0.01%
260
960
$15K ﹤0.01%
549
961
$15K ﹤0.01%
667
-667
962
$15K ﹤0.01%
254
-37
963
$15K ﹤0.01%
300
964
$15K ﹤0.01%
600
965
$15K ﹤0.01%
600
966
$15K ﹤0.01%
254
-20
967
$15K ﹤0.01%
66
-16
968
$15K ﹤0.01%
138
-144
969
$15K ﹤0.01%
+318
970
$14K ﹤0.01%
166
971
$14K ﹤0.01%
784
972
$14K ﹤0.01%
475
973
$14K ﹤0.01%
159
974
$14K ﹤0.01%
700
975
$14K ﹤0.01%
156
-34
37 38
39
40 41