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
$683M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$2.97M
3 +$2.82M
4
UNH icon
UnitedHealth
UNH
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.72M

Top Sells

1 +$8.29M
2 +$5.48M
3 +$3.02M
4
CVX icon
Chevron
CVX
+$1.9M
5
MA icon
Mastercard
MA
+$1.25M

Sector Composition

1 Technology 25.28%
2 Healthcare 11.3%
3 Financials 10.45%
4 Consumer Discretionary 7.53%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COHR icon
576
Coherent
COHR
$51.7B
$54K 0.01%
1,069
+314
AIRC
577
DELISTED
Apartment Income REIT Corp.
AIRC
$54K 0.01%
1,303
DOOR
578
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$54K 0.01%
707
-459
STZ icon
579
Constellation Brands
STZ
$26.3B
$53K 0.01%
228
-32
VNT icon
580
Vontier
VNT
$5B
$53K 0.01%
2,316
+188
APOG icon
581
Apogee Enterprises
APOG
$702M
$53K 0.01%
1,362
-894
BIDU icon
582
Baidu
BIDU
$40.9B
$53K 0.01%
359
FRPT icon
583
Freshpet
FRPT
$3.1B
$53K 0.01%
1,017
+98
B
584
Barrick Mining
B
$64.1B
$53K 0.01%
3,019
LAW icon
585
CS Disco
LAW
$270M
$53K 0.01%
2,936
+212
OMC icon
586
Omnicom Group
OMC
$23.5B
$53K 0.01%
827
PINS icon
587
Pinterest
PINS
$12B
$53K 0.01%
2,910
+2,680
RY icon
588
Royal Bank of Canada
RY
$224B
$53K 0.01%
545
+290
FSTA icon
589
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.4B
$52K 0.01%
1,200
ABR icon
590
Arbor Realty Trust
ABR
$1.51B
$52K 0.01%
4,000
GOLF icon
591
Acushnet Holdings
GOLF
$5.35B
$52K 0.01%
1,242
INSM icon
592
Insmed
INSM
$31B
$52K 0.01%
2,624
+884
LPX icon
593
Louisiana-Pacific
LPX
$5.05B
$52K 0.01%
1,000
NHI icon
594
National Health Investors
NHI
$4.1B
$52K 0.01%
864
PEB icon
595
Pebblebrook Hotel Trust
PEB
$1.4B
$52K 0.01%
3,137
+483
CBRE icon
596
CBRE Group
CBRE
$39.3B
$51K 0.01%
695
+229
EIM
597
Eaton Vance Municipal Bond Fund
EIM
$506M
$51K 0.01%
4,760
EME icon
598
Emcor
EME
$33.5B
$51K 0.01%
497
GSLC icon
599
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
$51K 0.01%
684
-34
IEMG icon
600
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$51K 0.01%
1,050
-219