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
1126
$6K ﹤0.01%
118
1127
$6K ﹤0.01%
63
1128
$6K ﹤0.01%
11
-2
1129
$6K ﹤0.01%
+77
1130
$6K ﹤0.01%
89
-11
1131
$6K ﹤0.01%
800
1132
$6K ﹤0.01%
43
1133
$6K ﹤0.01%
121
1134
$6K ﹤0.01%
40
1135
$6K ﹤0.01%
350
1136
$6K ﹤0.01%
89
1137
$6K ﹤0.01%
256
1138
$6K ﹤0.01%
399
1139
$6K ﹤0.01%
101
1140
$6K ﹤0.01%
48
1141
$6K ﹤0.01%
193
1142
$6K ﹤0.01%
40
1143
$6K ﹤0.01%
39
-3
1144
$6K ﹤0.01%
1,000
1145
$6K ﹤0.01%
8
1146
$6K ﹤0.01%
401
1147
$6K ﹤0.01%
476
1148
$5K ﹤0.01%
132
1149
$5K ﹤0.01%
200
1150
$5K ﹤0.01%
150
44 45
46
47 48