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
1076
$9K ﹤0.01%
156
1077
$9K ﹤0.01%
250
1078
$9K ﹤0.01%
200
1079
$9K ﹤0.01%
79
1080
$8K ﹤0.01%
80
-11
1081
$8K ﹤0.01%
1,303
1082
$8K ﹤0.01%
160
-20
1083
$8K ﹤0.01%
308
-272
1084
$8K ﹤0.01%
237
1085
$8K ﹤0.01%
71
1086
$8K ﹤0.01%
400
1087
$8K ﹤0.01%
2,090
1088
$8K ﹤0.01%
229
1089
$8K ﹤0.01%
91
1090
$8K ﹤0.01%
400
1091
$8K ﹤0.01%
175
1092
$8K ﹤0.01%
27
1093
$8K ﹤0.01%
375
1094
$8K ﹤0.01%
135
1095
$8K ﹤0.01%
179
-50
1096
$8K ﹤0.01%
87
1097
$8K ﹤0.01%
217
-28
1098
$8K ﹤0.01%
312
+80
1099
$8K ﹤0.01%
62
1100
$8K ﹤0.01%
350
-373
42 43
44
45 46