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
1426
$1K ﹤0.01%
36
1427
$1K ﹤0.01%
117
+57
1428
$1K ﹤0.01%
38
1429
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104
1430
$1K ﹤0.01%
6
1431
$1K ﹤0.01%
110
1432
$1K ﹤0.01%
19
1433
$1K ﹤0.01%
21
1434
$1K ﹤0.01%
110
1435
$1K ﹤0.01%
3
-23
1436
$1K ﹤0.01%
5
1437
$1K ﹤0.01%
13
-21
1438
$1K ﹤0.01%
11
1439
$1K ﹤0.01%
13
1440
$1K ﹤0.01%
126
1441
$1K ﹤0.01%
22
1442
$1K ﹤0.01%
421
1443
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1444
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71
1445
$1K ﹤0.01%
33
-36
1446
$1K ﹤0.01%
24
1447
$1K ﹤0.01%
+31
1448
– –
0
1449
$1K ﹤0.01%
1
1450
$1K ﹤0.01%
3
56 57
58
59 60