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%
+40
1402
$1K ﹤0.01%
9
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%
2
-3
1412
$1K ﹤0.01%
19
1413
$1K ﹤0.01%
21
1414
$1K ﹤0.01%
110
1415
$1K ﹤0.01%
3
-23
1416
$1K ﹤0.01%
5
1417
$1K ﹤0.01%
13
-21
1418
$1K ﹤0.01%
11
1419
$1K ﹤0.01%
13
1420
$1K ﹤0.01%
126
1421
$1K ﹤0.01%
22
1422
$1K ﹤0.01%
421
1423
$1K ﹤0.01%
43
1424
$1K ﹤0.01%
71
1425
$1K ﹤0.01%
33
-36
55 56
57
58 59