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
876
$25K ﹤0.01%
322
877
$25K ﹤0.01%
367
878
$24K ﹤0.01%
330
879
$24K ﹤0.01%
515
880
$24K ﹤0.01%
829
-222
881
$24K ﹤0.01%
493
882
$24K ﹤0.01%
250
883
$24K ﹤0.01%
+400
884
$24K ﹤0.01%
601
885
$24K ﹤0.01%
264
-90
886
$24K ﹤0.01%
1,765
-500
887
$24K ﹤0.01%
75
888
$23K ﹤0.01%
105
-7
889
$23K ﹤0.01%
93
890
$23K ﹤0.01%
379
-966
891
$23K ﹤0.01%
402
-78
892
$23K ﹤0.01%
242
-9
893
$23K ﹤0.01%
348
-146
894
$23K ﹤0.01%
1,150
895
$23K ﹤0.01%
3,459
-677
896
$23K ﹤0.01%
300
897
$23K ﹤0.01%
309
-91
898
$23K ﹤0.01%
100
899
$22K ﹤0.01%
182
-98
900
$22K ﹤0.01%
330
34 35
36
37 38