FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$9.2M
2
+$2.29M
3
+$2.24M
4
LMT icon
Lockheed Martin
LMT
+$2.15M
5
GS icon
Goldman Sachs
GS
+$1.48M

Top Sells

1
+$1.71M
2
+$825K
3
+$817K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$733K
5
MSFT icon
Microsoft
MSFT
+$733K

Sector Composition

1 Technology 21.14%
2 Financials 12.33%
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%
700
977
$14K ﹤0.01%
156
-34
978
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112
979
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100
980
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981
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74
982
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444
983
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42
+4
984
$13K ﹤0.01%
246
985
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140
986
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160
987
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382
+9
988
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289
+18
989
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70
-31
990
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314
-81
991
$13K ﹤0.01%
265
992
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416
993
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142
994
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298
995
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106
-27
996
$13K ﹤0.01%
467
997
$13K ﹤0.01%
102
998
$13K ﹤0.01%
892
-150
999
$12K ﹤0.01%
1,500
+500
1000
$12K ﹤0.01%
282
-20
38 39
40
41 42