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
$749M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.89M
3
+$2.81M
4
XEL icon
Xcel Energy
XEL
+$2.24M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Top Sells

1
+$3.32M
2
+$3.08M
3
+$2.22M
4
T icon
AT&T
T
+$2.07M
5
INTU icon
Intuit
INTU
+$1.27M

Sector Composition

1 Technology 23.98%
2 Financials 11.91%
3 Healthcare 11.46%
4 Consumer Discretionary 8.35%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$20K ﹤0.01%
155
+17
952
$20K ﹤0.01%
100
953
$20K ﹤0.01%
657
954
$20K ﹤0.01%
75
955
$19K ﹤0.01%
11
956
$19K ﹤0.01%
1,156
957
$19K ﹤0.01%
253
958
$19K ﹤0.01%
777
959
$19K ﹤0.01%
1,353
+2
960
$19K ﹤0.01%
74
961
$19K ﹤0.01%
401
962
$19K ﹤0.01%
387
963
$19K ﹤0.01%
466
964
$19K ﹤0.01%
249
-24
965
$19K ﹤0.01%
+1,502
966
$18K ﹤0.01%
+2,134
967
$18K ﹤0.01%
1,200
968
$18K ﹤0.01%
469
969
$18K ﹤0.01%
1,000
970
$18K ﹤0.01%
+297
971
$18K ﹤0.01%
106
972
$18K ﹤0.01%
463
+1
973
$18K ﹤0.01%
389
974
$18K ﹤0.01%
339
975
$18K ﹤0.01%
+353
37 38
39
40 41