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
1001
$14K ﹤0.01%
+616
1002
$14K ﹤0.01%
357
-112
1003
$14K ﹤0.01%
150
1004
$14K ﹤0.01%
105
-77
1005
$14K ﹤0.01%
298
1006
$14K ﹤0.01%
40
-4
1007
$14K ﹤0.01%
166
1008
$14K ﹤0.01%
150
1009
$14K ﹤0.01%
464
+1
1010
$14K ﹤0.01%
467
-400
1011
$14K ﹤0.01%
462
1012
$14K ﹤0.01%
250
1013
$13K ﹤0.01%
242
+2
1014
$13K ﹤0.01%
2,134
1015
$13K ﹤0.01%
+709
1016
$13K ﹤0.01%
237
1017
$13K ﹤0.01%
400
1018
$13K ﹤0.01%
465
-259
1019
$13K ﹤0.01%
148
1020
$13K ﹤0.01%
312
1021
$13K ﹤0.01%
417
+200
1022
$13K ﹤0.01%
676
1023
$13K ﹤0.01%
2,090
1024
$13K ﹤0.01%
404
1025
$13K ﹤0.01%
1,300
39 40
41
42 43