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%
156
-34
977
$14K ﹤0.01%
112
978
$14K ﹤0.01%
100
979
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116
980
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74
981
$14K ﹤0.01%
444
982
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42
+4
983
$14K ﹤0.01%
442
984
$13K ﹤0.01%
892
-150
985
$13K ﹤0.01%
314
-81
986
$13K ﹤0.01%
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987
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988
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140
989
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160
990
$13K ﹤0.01%
382
+9
991
$13K ﹤0.01%
289
+18
992
$13K ﹤0.01%
416
993
$13K ﹤0.01%
142
994
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102
995
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298
996
$13K ﹤0.01%
106
-27
997
$13K ﹤0.01%
70
-31
998
$13K ﹤0.01%
467
999
$12K ﹤0.01%
+250
1000
$12K ﹤0.01%
277
-48
38 39
40
41 42