FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$9.2M
2
+$2.29M
3
+$2.24M
4
LMT icon
Lockheed Martin
LMT
+$2.15M
5
GS icon
Goldman Sachs
GS
+$1.48M

Top Sells

1
+$1.71M
2
+$825K
3
+$817K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$733K
5
MSFT icon
Microsoft
MSFT
+$733K

Sector Composition

1 Technology 21.14%
2 Financials 12.33%
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
1301
$2K ﹤0.01%
+150
1302
$2K ﹤0.01%
6
1303
$2K ﹤0.01%
71
1304
$2K ﹤0.01%
23
+19
1305
$2K ﹤0.01%
55
1306
$2K ﹤0.01%
256
1307
$2K ﹤0.01%
+71
1308
$2K ﹤0.01%
61
1309
$2K ﹤0.01%
58
1310
$2K ﹤0.01%
25
1311
$2K ﹤0.01%
+249
1312
$2K ﹤0.01%
55
-55
1313
$2K ﹤0.01%
146
-55
1314
$2K ﹤0.01%
+82
1315
$2K ﹤0.01%
128
1316
$2K ﹤0.01%
99
1317
$2K ﹤0.01%
19
1318
$2K ﹤0.01%
200
1319
$2K ﹤0.01%
134
1320
$2K ﹤0.01%
50
1321
$2K ﹤0.01%
+25
1322
$2K ﹤0.01%
26
1323
$2K ﹤0.01%
+59
1324
$2K ﹤0.01%
131
+12
1325
$2K ﹤0.01%
33
51 52
53
54 55