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
1076
$9K ﹤0.01%
140
-300
1077
$9K ﹤0.01%
60
-68
1078
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79
-7
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847
1080
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185
-22
1081
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142
-71
1082
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687
1083
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1084
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1085
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46
-113
1086
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50
-9
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40
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96
-3
1089
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480
-155
1090
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+200
1091
$8K ﹤0.01%
86
1092
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1093
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1094
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1095
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211
-690
1096
$8K ﹤0.01%
1,200
+200
1097
$8K ﹤0.01%
1,067
1098
$8K ﹤0.01%
218
1099
$8K ﹤0.01%
338
1100
$8K ﹤0.01%
285
42 43
44
45 46