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
1051
$10K ﹤0.01%
138
1052
$10K ﹤0.01%
131
+15
1053
$10K ﹤0.01%
404
1054
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430
1055
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169
1056
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249
-245
1057
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67
1058
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157
-105
1059
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191
1060
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87
+1
1061
$9K ﹤0.01%
250
1062
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+70
1063
$9K ﹤0.01%
156
1064
$9K ﹤0.01%
250
1065
$9K ﹤0.01%
200
1066
$9K ﹤0.01%
79
1067
$9K ﹤0.01%
106
-27
1068
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138
-3
1069
$9K ﹤0.01%
345
1070
$9K ﹤0.01%
1,848
1071
$9K ﹤0.01%
255
1072
$9K ﹤0.01%
25
1073
$9K ﹤0.01%
660
1074
$9K ﹤0.01%
174
1075
$9K ﹤0.01%
148
41 42
43
44 45