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
1101
$7K ﹤0.01%
+16
1102
$7K ﹤0.01%
50
1103
$7K ﹤0.01%
511
1104
$7K ﹤0.01%
847
1105
$7K ﹤0.01%
259
-45
1106
$7K ﹤0.01%
300
1107
$7K ﹤0.01%
94
1108
$7K ﹤0.01%
253
1109
$7K ﹤0.01%
116
1110
$7K ﹤0.01%
90
+23
1111
$7K ﹤0.01%
166
1112
$7K ﹤0.01%
+33
1113
$7K ﹤0.01%
500
1114
$7K ﹤0.01%
104
1115
$7K ﹤0.01%
140
1116
$7K ﹤0.01%
99
1117
$7K ﹤0.01%
+25
1118
$7K ﹤0.01%
22
-8
1119
$7K ﹤0.01%
100
1120
$7K ﹤0.01%
433
1121
$7K ﹤0.01%
402
1122
$7K ﹤0.01%
142
1123
$7K ﹤0.01%
89
1124
$7K ﹤0.01%
831
1125
$6K ﹤0.01%
728
43 44
45
46 47