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
1226
$3K ﹤0.01%
+45
1227
$3K ﹤0.01%
319
1228
$3K ﹤0.01%
+106
1229
$3K ﹤0.01%
35
-10
1230
$3K ﹤0.01%
+260
1231
$3K ﹤0.01%
73
1232
$3K ﹤0.01%
70
1233
$3K ﹤0.01%
199
1234
$3K ﹤0.01%
120
1235
$3K ﹤0.01%
25
+11
1236
$3K ﹤0.01%
240
1237
$3K ﹤0.01%
39
+4
1238
$3K ﹤0.01%
50
1239
$3K ﹤0.01%
14
1240
$3K ﹤0.01%
13
1241
$3K ﹤0.01%
62
1242
$3K ﹤0.01%
83
1243
$3K ﹤0.01%
+150
1244
$3K ﹤0.01%
202
-203
1245
$3K ﹤0.01%
173
1246
$3K ﹤0.01%
35
-110
1247
$3K ﹤0.01%
28
-7
1248
$3K ﹤0.01%
164
+11
1249
$3K ﹤0.01%
47
1250
$3K ﹤0.01%
36
48 49
50
51 52