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
1276
$2K ﹤0.01%
223
1277
$2K ﹤0.01%
+60
1278
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57
1279
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58
-21
1280
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25
1281
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121
1282
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11
1283
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1284
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22
1285
$2K ﹤0.01%
132
1286
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36
1287
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110
1288
$2K ﹤0.01%
134
1289
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37
1290
$2K ﹤0.01%
76
1291
$2K ﹤0.01%
151
1292
$2K ﹤0.01%
+50
1293
$2K ﹤0.01%
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1294
$2K ﹤0.01%
100
1295
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33
1296
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15
-5
1297
$2K ﹤0.01%
50
1298
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63
1299
$2K ﹤0.01%
45
1300
$2K ﹤0.01%
+150
50 51
52
53 54