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
1401
$1K ﹤0.01%
12
-4
1402
$1K ﹤0.01%
59
-62
1403
$1K ﹤0.01%
11
1404
$1K ﹤0.01%
22
-11
1405
$1K ﹤0.01%
7
-49
1406
$1K ﹤0.01%
123
1407
$1K ﹤0.01%
12
1408
$1K ﹤0.01%
21
1409
$1K ﹤0.01%
59
1410
$1K ﹤0.01%
35
1411
$1K ﹤0.01%
+40
1412
$1K ﹤0.01%
9
1413
$1K ﹤0.01%
2
-3
1414
$1K ﹤0.01%
3
-5
1415
$1K ﹤0.01%
61
1416
$1K ﹤0.01%
1
1417
$1K ﹤0.01%
13
1418
$1K ﹤0.01%
+82
1419
$1K ﹤0.01%
188
-25
1420
$1K ﹤0.01%
+1
1421
$1K ﹤0.01%
23
+3
1422
$1K ﹤0.01%
3
1423
$1K ﹤0.01%
21
1424
$1K ﹤0.01%
26
1425
$1K ﹤0.01%
35
55 56
57
58 59