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
676
$48K 0.01%
829
677
$48K 0.01%
3,529
-359
678
$48K 0.01%
1,834
-800
679
$47K 0.01%
498
-252
680
$47K 0.01%
179
-62
681
$47K 0.01%
290
+78
682
$47K 0.01%
2,667
683
$46K 0.01%
375
684
$46K 0.01%
2,419
685
$46K 0.01%
730
-125
686
$46K 0.01%
3,198
-4,466
687
$46K 0.01%
1,267
-3,375
688
$46K 0.01%
2,246
-246
689
$45K 0.01%
752
690
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742
691
$45K 0.01%
1,019
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692
$45K 0.01%
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693
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$44K 0.01%
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696
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598
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698
$44K 0.01%
360
699
$44K 0.01%
650
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700
$43K 0.01%
717
26 27
28
29 30