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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
$677M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$4.85M
3
+$2.97M
4
TGT icon
Target
TGT
+$2.68M
5
VZ icon
Verizon
VZ
+$2.5M

Top Sells

1
+$2.68M
2
+$2.01M
3
+$1.4M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.15M
5
SE icon
Sea Limited
SE
+$1.14M

Sector Composition

1 Technology 25.35%
2 Healthcare 11.16%
3 Financials 10.35%
4 Consumer Discretionary 7.58%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BILL icon
1001
BILL Holdings
BILL
$3.23B
$11K ﹤0.01%
86
-7
BKR icon
1002
Baker Hughes
BKR
$57.9B
$11K ﹤0.01%
511
+300
CACC icon
1003
Credit Acceptance
CACC
$6.06B
$11K ﹤0.01%
25
JQC icon
1004
Nuveen Credit Strategies Income Fund
JQC
$710M
$11K ﹤0.01%
2,176
+542
KNSL icon
1005
Kinsale Capital Group
KNSL
$7.12B
$11K ﹤0.01%
42
+23
LYV icon
1006
Live Nation Entertainment
LYV
$39.8B
$11K ﹤0.01%
147
MKTX icon
1007
MarketAxess Holdings
MKTX
$4.28B
$11K ﹤0.01%
49
MSD
1008
Morgan Stanley Emerging Markets Debt Fund
MSD
$148M
$11K ﹤0.01%
1,830
+33
NVT icon
1009
nVent Electric
NVT
$28.6B
$11K ﹤0.01%
357
+193
PHT
1010
DELISTED
Pioneer High Income Fund
PHT
$11K ﹤0.01%
1,657
RPM icon
1011
RPM International
RPM
$13.8B
$11K ﹤0.01%
127
+58
SNA icon
1012
Snap-on
SNA
$20.1B
$11K ﹤0.01%
55
+30
TFI icon
1013
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$11K ﹤0.01%
245
+1
XLC icon
1014
State Street Communication Services Select Sector SPDR ETF
XLC
$23.4B
$11K ﹤0.01%
+238
SBNY
1015
DELISTED
Signature Bank
SBNY
$11K ﹤0.01%
75
CCEP icon
1016
Coca-Cola Europacific Partners
CCEP
$42.9B
$11K ﹤0.01%
265
CCS icon
1017
Century Communities
CCS
$1.82B
$11K ﹤0.01%
268
+12
CRSP icon
1018
CRISPR Therapeutics
CRSP
$5.33B
$11K ﹤0.01%
164
FISI icon
1019
Financial Institutions
FISI
$735M
$11K ﹤0.01%
475
HRL icon
1020
Hormel Foods
HRL
$13.3B
$11K ﹤0.01%
250
DAL icon
1021
Delta Air Lines
DAL
$55.3B
$10K ﹤0.01%
349
GLTR icon
1022
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.64B
$10K ﹤0.01%
+119
ABG icon
1023
Asbury Automotive
ABG
$3.67B
$10K ﹤0.01%
67
+43
ALRM icon
1024
Alarm.com
ALRM
$2.2B
$10K ﹤0.01%
159
+104
CGEM icon
1025
Cullinan Oncology
CGEM
$924M
$10K ﹤0.01%
775
39 40
41
42 43