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
976
$14K ﹤0.01%
112
977
$14K ﹤0.01%
100
978
$14K ﹤0.01%
116
979
$14K ﹤0.01%
442
980
$14K ﹤0.01%
74
981
$14K ﹤0.01%
444
982
$14K ﹤0.01%
42
+4
983
$14K ﹤0.01%
503
984
$13K ﹤0.01%
265
985
$13K ﹤0.01%
246
986
$13K ﹤0.01%
140
987
$13K ﹤0.01%
160
988
$13K ﹤0.01%
382
+9
989
$13K ﹤0.01%
289
+18
990
$13K ﹤0.01%
416
991
$13K ﹤0.01%
142
992
$13K ﹤0.01%
102
993
$13K ﹤0.01%
70
-31
994
$13K ﹤0.01%
467
995
$13K ﹤0.01%
314
-81
996
$13K ﹤0.01%
892
-150
997
$13K ﹤0.01%
298
998
$13K ﹤0.01%
106
-27
999
$12K ﹤0.01%
1,500
+500
1000
$12K ﹤0.01%
282
-20
38 39
40
41 42