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
1151
$5K ﹤0.01%
107
1152
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1153
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1154
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1155
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1156
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-162
1157
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1158
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+200
1159
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1160
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107
1161
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1162
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106
+1
1164
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+50
1165
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51
1166
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79
-12
1167
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1168
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100
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1170
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1171
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+50
1172
$5K ﹤0.01%
186
1173
$4K ﹤0.01%
277
1174
$4K ﹤0.01%
211
1175
$4K ﹤0.01%
94
45 46
47
48 49