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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
SNX icon
776
TD Synnex
SNX
$22.9B
$29K ﹤0.01%
320
TRI icon
777
Thomson Reuters
TRI
$34.3B
$29K ﹤0.01%
+266
KRTX
778
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$29K ﹤0.01%
+232
ASTE icon
779
Astec Industries
ASTE
$1.29B
$29K ﹤0.01%
+712
AVB icon
780
AvalonBay Communities
AVB
$25.2B
$29K ﹤0.01%
148
+16
DTE icon
781
DTE Energy
DTE
$30.7B
$29K ﹤0.01%
232
FNF icon
782
Fidelity National Financial
FNF
$12.6B
$29K ﹤0.01%
817
BROS icon
783
Dutch Bros
BROS
$9.7B
$28K ﹤0.01%
882
+80
FVRR icon
784
Fiverr
FVRR
$373M
$28K ﹤0.01%
824
+307
GM icon
785
General Motors
GM
$71.5B
$28K ﹤0.01%
895
-54
IYW icon
786
iShares US Technology ETF
IYW
$25.1B
$28K ﹤0.01%
348
MC icon
787
Moelis & Co
MC
$5B
$28K ﹤0.01%
717
VVV icon
788
Valvoline
VVV
$4.86B
$28K ﹤0.01%
957
SMM
789
DELISTED
Salient Midstream & MLP Fund
SMM
$28K ﹤0.01%
3,667
-412
AVTR icon
790
Avantor
AVTR
$6.54B
$27K ﹤0.01%
+865
BIRD icon
791
Allbirds
BIRD
$52.6M
$27K ﹤0.01%
344
+38
GMAB icon
792
Genmab
GMAB
$15.5B
$27K ﹤0.01%
819
+53
IGV icon
793
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$27K ﹤0.01%
500
VOE icon
794
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$27K ﹤0.01%
207
-50
FBT icon
795
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.64B
$26K ﹤0.01%
195
FXD icon
796
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$262M
$26K ﹤0.01%
575
-365
HBAN icon
797
Huntington Bancshares
HBAN
$34.2B
$26K ﹤0.01%
2,132
+50
IDU icon
798
iShares US Utilities ETF
IDU
$1.42B
$26K ﹤0.01%
300
INVH icon
799
Invitation Homes
INVH
$16.9B
$26K ﹤0.01%
740
ISD
800
PGIM High Yield Bond Fund
ISD
$425M
$26K ﹤0.01%
2,130
-200
30 31
32
33 34