FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 12.33%
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
1176
$4K ﹤0.01%
300
1177
$4K ﹤0.01%
602
1178
$4K ﹤0.01%
277
1179
$4K ﹤0.01%
211
1180
$4K ﹤0.01%
94
1181
$4K ﹤0.01%
92
-87
1182
$4K ﹤0.01%
142
1183
$4K ﹤0.01%
219
-104
1184
$4K ﹤0.01%
46
1185
$4K ﹤0.01%
207
1186
$4K ﹤0.01%
176
1187
$4K ﹤0.01%
276
+66
1188
$4K ﹤0.01%
67
-37
1189
$4K ﹤0.01%
616
1190
$4K ﹤0.01%
52
1191
$4K ﹤0.01%
44
1192
$4K ﹤0.01%
121
1193
$4K ﹤0.01%
84
-18
1194
$4K ﹤0.01%
100
1195
$4K ﹤0.01%
100
1196
$4K ﹤0.01%
+381
1197
$4K ﹤0.01%
26
1198
$4K ﹤0.01%
60
-3
1199
$4K ﹤0.01%
152
+60
1200
$4K ﹤0.01%
109
46 47
48
49 50