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
1401
$1K ﹤0.01%
21
1402
$1K ﹤0.01%
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1403
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35
1404
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+40
1405
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1406
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2
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1407
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3
-5
1408
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1409
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1410
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1411
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3
1412
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1413
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1414
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1415
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+7
1416
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+25
1417
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1418
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1419
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1420
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1421
$1K ﹤0.01%
3
-4
1422
$1K ﹤0.01%
+100
1423
$1K ﹤0.01%
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1424
$1K ﹤0.01%
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1425
$1K ﹤0.01%
+5
55 56
57
58 59