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
76
$1.79M 0.26%
16,026
+1,314
77
$1.75M 0.25%
3,838
-21
78
$1.73M 0.25%
18,600
+3,363
79
$1.69M 0.24%
8,529
+142
80
$1.66M 0.24%
17,203
+158
81
$1.64M 0.24%
67,243
+1,323
82
$1.64M 0.24%
24,635
+16,141
83
$1.64M 0.24%
102,125
+1,839
84
$1.54M 0.22%
13,443
+50
85
$1.54M 0.22%
14,214
86
$1.53M 0.22%
63,967
+656
87
$1.52M 0.22%
42,109
-1,835
88
$1.47M 0.21%
5,771
-12
89
$1.47M 0.21%
26,382
-1,508
90
$1.47M 0.21%
78,335
+1,932
91
$1.43M 0.21%
13,202
+484
92
$1.42M 0.21%
59,400
+1,540
93
$1.41M 0.2%
10,959
-470
94
$1.41M 0.2%
50,337
-2,041
95
$1.4M 0.2%
18,550
-2,775
96
$1.39M 0.2%
5,458
-356
97
$1.37M 0.2%
49,103
+807
98
$1.37M 0.2%
3,814
99
$1.35M 0.2%
13,695
-1,774
100
$1.35M 0.2%
64,091
+2,066
2 3
4
5 6