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
1051
$10K ﹤0.01%
269
+80
1052
$10K ﹤0.01%
131
+15
1053
$10K ﹤0.01%
404
1054
$10K ﹤0.01%
430
1055
$10K ﹤0.01%
169
1056
$10K ﹤0.01%
249
-245
1057
$10K ﹤0.01%
67
1058
$9K ﹤0.01%
157
-105
1059
$9K ﹤0.01%
250
1060
$9K ﹤0.01%
+70
1061
$9K ﹤0.01%
106
-27
1062
$9K ﹤0.01%
138
-3
1063
$9K ﹤0.01%
345
1064
$9K ﹤0.01%
175
-1,111
1065
$9K ﹤0.01%
76
-5
1066
$9K ﹤0.01%
120
-14
1067
$9K ﹤0.01%
1,848
1068
$9K ﹤0.01%
255
1069
$9K ﹤0.01%
25
1070
$9K ﹤0.01%
660
1071
$9K ﹤0.01%
174
1072
$9K ﹤0.01%
148
1073
$9K ﹤0.01%
136
+46
1074
$9K ﹤0.01%
191
1075
$9K ﹤0.01%
87
+1
41 42
43
44 45