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
701
$43K 0.01%
242
702
$43K 0.01%
1,236
703
$43K 0.01%
169
+46
704
$43K 0.01%
+445
705
$43K 0.01%
452
+185
706
$43K 0.01%
420
707
$43K 0.01%
1,434
-378
708
$42K 0.01%
722
-49
709
$42K 0.01%
1,500
710
$42K 0.01%
926
711
$42K 0.01%
713
-50
712
$42K 0.01%
1,252
713
$41K 0.01%
130
-32
714
$41K 0.01%
430
715
$41K 0.01%
546
-79
716
$41K 0.01%
4,671
-311
717
$41K 0.01%
111
-59
718
$41K 0.01%
397
-13
719
$41K 0.01%
817
-278
720
$41K 0.01%
330
721
$41K 0.01%
1,054
722
$41K 0.01%
913
-341
723
$41K 0.01%
240
-10
724
$41K 0.01%
400
725
$40K 0.01%
488
27 28
29
30 31