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
1326
$2K ﹤0.01%
122
1327
$2K ﹤0.01%
124
1328
$2K ﹤0.01%
22
-52
1329
$2K ﹤0.01%
+10
1330
$2K ﹤0.01%
22
-6
1331
$2K ﹤0.01%
48
-87
1332
$2K ﹤0.01%
38
1333
$2K ﹤0.01%
71
1334
$2K ﹤0.01%
11
1335
$2K ﹤0.01%
50
1336
$2K ﹤0.01%
122
+44
1337
$2K ﹤0.01%
264
1338
$2K ﹤0.01%
1,000
-35,100
1339
$2K ﹤0.01%
17
1340
$2K ﹤0.01%
100
1341
$2K ﹤0.01%
+105
1342
$1K ﹤0.01%
54
-93
1343
$1K ﹤0.01%
42
-76
1344
$1K ﹤0.01%
75
1345
$1K ﹤0.01%
+79
1346
$1K ﹤0.01%
+143
1347
$1K ﹤0.01%
43
-34
1348
$1K ﹤0.01%
19
1349
$1K ﹤0.01%
154
1350
$1K ﹤0.01%
33
52 53
54
55 56