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
1476
$1K ﹤0.01%
17
-10
1477
$1K ﹤0.01%
123
1478
$1K ﹤0.01%
32
1479
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27
1480
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1481
$1K ﹤0.01%
18
-47
1482
$1K ﹤0.01%
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1483
$1K ﹤0.01%
1
-2
1484
$1K ﹤0.01%
12
-19
1485
$1K ﹤0.01%
217
+20
1486
$1K ﹤0.01%
3
1487
$1K ﹤0.01%
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1488
$1K ﹤0.01%
5
1489
$1K ﹤0.01%
19
-31
1490
$1K ﹤0.01%
10
-16
1491
$1K ﹤0.01%
159
1492
– –
-186
1493
– –
-32
1494
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-10
1495
– –
-1,535
1496
– –
-128
1497
– –
-55
1498
– –
-161
1499
– –
-48
1500
– –
-122
58 59
60
61 62