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
$795M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.46M
3
+$1.95M
4
V icon
Visa
V
+$1.69M
5
XEL icon
Xcel Energy
XEL
+$1.58M

Top Sells

1
+$5.54M
2
+$5.03M
3
+$2.49M
4
AAPL icon
Apple
AAPL
+$2.18M
5
INTU icon
Intuit
INTU
+$1.16M

Sector Composition

1 Technology 25.49%
2 Healthcare 11.52%
3 Financials 11.31%
4 Consumer Discretionary 8.38%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$68K 0.01%
767
-212
577
$68K 0.01%
718
-34
578
$68K 0.01%
1,643
579
$68K 0.01%
1,204
+83
580
$68K 0.01%
271
-123
581
$68K 0.01%
440
-66
582
$68K 0.01%
881
583
$68K 0.01%
+756
584
$68K 0.01%
485
585
$68K 0.01%
7,669
+1,232
586
$68K 0.01%
1,198
+5
587
$67K 0.01%
914
+564
588
$66K 0.01%
236
-86
589
$66K 0.01%
1,437
-75
590
$66K 0.01%
782
-36
591
$65K 0.01%
2,583
+804
592
$65K 0.01%
2,585
-966
593
$65K 0.01%
3,355
594
$65K 0.01%
4,760
595
$65K 0.01%
650
-193
596
$65K 0.01%
556
-484
597
$64K 0.01%
2,431
598
$64K 0.01%
2,228
-222
599
$64K 0.01%
815
600
$64K 0.01%
3,502
-173
22 23
24
25 26