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
976
$16K ﹤0.01%
164
977
$15K ﹤0.01%
306
-83
978
$15K ﹤0.01%
583
979
$15K ﹤0.01%
300
980
$15K ﹤0.01%
123
+121
981
$15K ﹤0.01%
265
982
$15K ﹤0.01%
356
+2
983
$15K ﹤0.01%
475
984
$15K ﹤0.01%
224
985
$15K ﹤0.01%
2,346
986
$15K ﹤0.01%
1,000
987
$15K ﹤0.01%
+61
988
$15K ﹤0.01%
212
989
$15K ﹤0.01%
600
990
$15K ﹤0.01%
695
991
$15K ﹤0.01%
303
+34
992
$14K ﹤0.01%
+180
993
$14K ﹤0.01%
130
+30
994
$14K ﹤0.01%
166
995
$14K ﹤0.01%
59
+6
996
$14K ﹤0.01%
146
+69
997
$14K ﹤0.01%
503
998
$14K ﹤0.01%
+452
999
$14K ﹤0.01%
333
-12
1000
$14K ﹤0.01%
131
-171
38 39
40
41 42