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
1376
$1K ﹤0.01%
13
1377
$1K ﹤0.01%
5
1378
$1K ﹤0.01%
7
1379
$1K ﹤0.01%
53
1380
$1K ﹤0.01%
30
1381
$1K ﹤0.01%
12
1382
$1K ﹤0.01%
+72
1383
$1K ﹤0.01%
32
1384
$1K ﹤0.01%
+9
1385
$1K ﹤0.01%
44
1386
$1K ﹤0.01%
+12
1387
$1K ﹤0.01%
42
1388
$1K ﹤0.01%
13
1389
$1K ﹤0.01%
54
1390
$1K ﹤0.01%
14
1391
$1K ﹤0.01%
4
1392
$1K ﹤0.01%
+1
1393
$1K ﹤0.01%
42
1394
$1K ﹤0.01%
12
-4
1395
$1K ﹤0.01%
154
1396
$1K ﹤0.01%
33
1397
$1K ﹤0.01%
237
1398
$1K ﹤0.01%
+41
1399
$1K ﹤0.01%
10
1400
$1K ﹤0.01%
59
-62
54 55
56
57 58