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
926
$20K ﹤0.01%
100
-339
927
$20K ﹤0.01%
1,502
928
$20K ﹤0.01%
657
929
$20K ﹤0.01%
401
930
$19K ﹤0.01%
1,000
931
$19K ﹤0.01%
194
932
$19K ﹤0.01%
297
933
$19K ﹤0.01%
363
934
$19K ﹤0.01%
466
935
$19K ﹤0.01%
319
-136
936
$18K ﹤0.01%
248
-91
937
$18K ﹤0.01%
391
-1,097
938
$18K ﹤0.01%
436
+54
939
$18K ﹤0.01%
777
940
$18K ﹤0.01%
305
941
$18K ﹤0.01%
1,200
942
$18K ﹤0.01%
146
-68
943
$18K ﹤0.01%
147
944
$18K ﹤0.01%
275
945
$18K ﹤0.01%
339
946
$18K ﹤0.01%
25
-8
947
$18K ﹤0.01%
1,260
948
$18K ﹤0.01%
179
949
$17K ﹤0.01%
25
950
$17K ﹤0.01%
229
+103
36 37
38
39 40