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
101
$1.33M 0.19%
14,523
-772
102
$1.32M 0.19%
16,076
+82
103
$1.29M 0.19%
77,061
+2,646
104
$1.24M 0.18%
186,565
+22,752
105
$1.23M 0.18%
36,863
+2,936
106
$1.22M 0.18%
37,670
+1,231
107
$1.2M 0.17%
15,520
-554
108
$1.17M 0.17%
10,741
-357
109
$1.17M 0.17%
5,040
110
$1.17M 0.17%
1,890
+44
111
$1.15M 0.17%
18,563
+8,948
112
$1.15M 0.17%
4,039
+7
113
$1.14M 0.16%
5,162
+445
114
$1.13M 0.16%
33,728
+1,338
115
$1.11M 0.16%
7,351
-163
116
$1.11M 0.16%
5,892
+1,681
117
$1.1M 0.16%
15,147
-928
118
$1.1M 0.16%
2,779
+911
119
$1.09M 0.16%
30,566
+26,271
120
$1.05M 0.15%
95,077
121
$1.03M 0.15%
17,143
-1,107
122
$1.01M 0.15%
5,205
-246
123
$1.01M 0.15%
6,275
-565
124
$993K 0.14%
4,689
+1,141
125
$990K 0.14%
17,948
-634
3 4
5
6 7