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
1151
$5K ﹤0.01%
38
1152
$5K ﹤0.01%
170
-162
1153
$5K ﹤0.01%
264
1154
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26
1155
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1156
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87
1157
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107
1158
$5K ﹤0.01%
+200
1159
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72
1160
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107
1161
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1162
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1163
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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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+100
1168
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100
-12
1169
$5K ﹤0.01%
+50
1170
$5K ﹤0.01%
186
1171
$5K ﹤0.01%
56
1172
$5K ﹤0.01%
177
1173
$4K ﹤0.01%
277
1174
$4K ﹤0.01%
211
1175
$4K ﹤0.01%
94
45 46
47
48 49