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
1451
$1K ﹤0.01%
289
1452
$1K ﹤0.01%
+42
1453
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2
1454
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+14
1455
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3
1456
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2
1457
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49
1458
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132
1459
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+18
1460
$1K ﹤0.01%
10
1461
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12
1462
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59
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17
-10
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1465
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32
1466
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1467
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1468
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1469
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1470
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1
-2
1471
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12
-19
1472
$1K ﹤0.01%
217
+20
1473
$1K ﹤0.01%
3
1474
$1K ﹤0.01%
24
1475
$1K ﹤0.01%
19
-31
57 58
59
60 61