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
1201
$4K ﹤0.01%
174
-32
1202
$4K ﹤0.01%
90
-44
1203
$4K ﹤0.01%
146
+6
1204
$4K ﹤0.01%
53
1205
$4K ﹤0.01%
155
1206
$4K ﹤0.01%
109
1207
$4K ﹤0.01%
195
1208
$4K ﹤0.01%
549
1209
$4K ﹤0.01%
202
-40
1210
$4K ﹤0.01%
275
1211
$4K ﹤0.01%
300
1212
$4K ﹤0.01%
585
1213
$4K ﹤0.01%
152
+60
1214
$3K ﹤0.01%
123
1215
$3K ﹤0.01%
+55
1216
$3K ﹤0.01%
+25
1217
$3K ﹤0.01%
+50
1218
$3K ﹤0.01%
41
1219
$3K ﹤0.01%
105
1220
$3K ﹤0.01%
145
-37
1221
$3K ﹤0.01%
369
-624
1222
$3K ﹤0.01%
131
1223
$3K ﹤0.01%
144
-36
1224
$3K ﹤0.01%
25
1225
$3K ﹤0.01%
200
47 48
49
50 51