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
1101
$7K ﹤0.01%
+33
1102
$7K ﹤0.01%
500
1103
$7K ﹤0.01%
104
1104
$7K ﹤0.01%
140
1105
$7K ﹤0.01%
99
1106
$7K ﹤0.01%
+25
1107
$7K ﹤0.01%
50
1108
$7K ﹤0.01%
511
1109
$7K ﹤0.01%
188
1110
$7K ﹤0.01%
253
1111
$7K ﹤0.01%
116
1112
$7K ﹤0.01%
90
+23
1113
$7K ﹤0.01%
166
1114
$7K ﹤0.01%
22
-8
1115
$7K ﹤0.01%
100
1116
$7K ﹤0.01%
433
1117
$7K ﹤0.01%
402
1118
$7K ﹤0.01%
142
1119
$7K ﹤0.01%
178
1120
$7K ﹤0.01%
831
1121
$7K ﹤0.01%
+16
1122
$7K ﹤0.01%
847
1123
$7K ﹤0.01%
259
-45
1124
$7K ﹤0.01%
300
1125
$6K ﹤0.01%
118
43 44
45
46 47