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
1251
$3K ﹤0.01%
60
1252
$3K ﹤0.01%
38
+12
1253
$3K ﹤0.01%
+15
1254
$3K ﹤0.01%
+125
1255
$3K ﹤0.01%
35
+2
1256
$3K ﹤0.01%
60
-16
1257
$3K ﹤0.01%
98
1258
$3K ﹤0.01%
29
-5
1259
$3K ﹤0.01%
25
-25
1260
$3K ﹤0.01%
98
1261
$3K ﹤0.01%
79
1262
$3K ﹤0.01%
225
-225
1263
$3K ﹤0.01%
+56
1264
$3K ﹤0.01%
65
-16
1265
$3K ﹤0.01%
+206
1266
$3K ﹤0.01%
90
-107
1267
$3K ﹤0.01%
96
1268
$3K ﹤0.01%
+2,000
1269
$2K ﹤0.01%
89
1270
$2K ﹤0.01%
755
1271
$2K ﹤0.01%
106
-2,653
1272
$2K ﹤0.01%
68
1273
$2K ﹤0.01%
103
1274
$2K ﹤0.01%
167
1275
$2K ﹤0.01%
56
49 50
51
52 53