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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
CSQ icon
826
Calamos Strategic Total Return Fund
CSQ
$3.29B
$23K ﹤0.01%
1,734
EXPE icon
827
Expedia Group
EXPE
$28.9B
$23K ﹤0.01%
243
+205
GEL icon
828
Genesis Energy
GEL
$1.77B
$23K ﹤0.01%
2,922
TEAM icon
829
Atlassian
TEAM
$21B
$23K ﹤0.01%
122
-245
TXT icon
830
Textron
TXT
$15.6B
$23K ﹤0.01%
381
UGI icon
831
UGI
UGI
$7.25B
$23K ﹤0.01%
597
GER
832
DELISTED
Goldman Sachs MLP Energy Renaissance Fund
GER
$23K ﹤0.01%
2,102
CYRX icon
833
CryoPort
CYRX
$757M
$22K ﹤0.01%
707
EYPT icon
834
EyePoint Inc
EYPT
$1.14B
$22K ﹤0.01%
2,830
+243
FSS icon
835
Federal Signal
FSS
$7.23B
$22K ﹤0.01%
630
HIO
836
Western Asset High Income Opportunity Fund
HIO
$345M
$22K ﹤0.01%
5,488
+740
MOO icon
837
VanEck Agribusiness ETF
MOO
$908M
$22K ﹤0.01%
250
NEOG icon
838
Neogen
NEOG
$2.03B
$22K ﹤0.01%
909
+132
PSMT icon
839
Pricesmart
PSMT
$5.62B
$22K ﹤0.01%
309
SDG icon
840
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$22K ﹤0.01%
274
TIP icon
841
iShares TIPS Bond ETF
TIP
$14.9B
$22K ﹤0.01%
+190
WHR icon
842
Whirlpool
WHR
$2.52B
$22K ﹤0.01%
142
+42
YETI icon
843
Yeti Holdings
YETI
$3.71B
$22K ﹤0.01%
502
-35
NEO icon
844
NeoGenomics
NEO
$1.45B
$22K ﹤0.01%
2,639
AOS icon
845
A.O. Smith
AOS
$8.02B
$21K ﹤0.01%
390
-229
CVY icon
846
Invesco Zacks Multi-Asset Income ETF
CVY
$121M
$21K ﹤0.01%
+1,000
EAGG icon
847
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.85B
$21K ﹤0.01%
438
-10
EMN icon
848
Eastman Chemical
EMN
$8.29B
$21K ﹤0.01%
231
-10
EOI
849
Eaton Vance Enhanced Equity Income Fund
EOI
$796M
$21K ﹤0.01%
1,400
GPN icon
850
Global Payments
GPN
$18.3B
$21K ﹤0.01%
188
-154
32 33
34
35 36