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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
WAB icon
1126
Wabtec
WAB
$46.5B
$7K ﹤0.01%
92
-3
ALGM icon
1127
Allegro MicroSystems
ALGM
$11B
$7K ﹤0.01%
321
-13,687
XLU icon
1128
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$7K ﹤0.01%
200
ALTR
1129
DELISTED
Altair Engineering Inc
ALTR
$7K ﹤0.01%
148
+97
CLR
1130
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$7K ﹤0.01%
100
XLB icon
1131
State Street Materials Select Sector SPDR ETF
XLB
$8B
$6K ﹤0.01%
178
CHI
1132
Calamos Convertible Opportunities and Income Fund
CHI
$1.07B
$6K ﹤0.01%
660
DOCS icon
1133
Doximity
DOCS
$3.74B
$6K ﹤0.01%
189
+145
EWC icon
1134
iShares MSCI Canada ETF
EWC
$5.74B
$6K ﹤0.01%
181
-278
EWZ icon
1135
iShares MSCI Brazil ETF
EWZ
$9.08B
$6K ﹤0.01%
216
EXG icon
1136
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.94B
$6K ﹤0.01%
847
FCX icon
1137
Freeport-McMoran
FCX
$98.7B
$6K ﹤0.01%
205
-75
FIS icon
1138
Fidelity National Information Services
FIS
$19.7B
$6K ﹤0.01%
83
+22
HAL icon
1139
Halliburton
HAL
$29.2B
$6K ﹤0.01%
264
HEI.A icon
1140
HEICO Corp Class A
HEI.A
$34.6B
$6K ﹤0.01%
55
-8
HIW icon
1141
Highwoods Properties
HIW
$3.23B
$6K ﹤0.01%
217
-885
HMC icon
1142
Honda
HMC
$34.1B
$6K ﹤0.01%
291
LW icon
1143
Lamb Weston
LW
$6.22B
$6K ﹤0.01%
75
MLAB icon
1144
Mesa Laboratories
MLAB
$525M
$6K ﹤0.01%
41
+21
NCNO icon
1145
nCino
NCNO
$1.62B
$6K ﹤0.01%
176
+76
NOK icon
1146
Nokia
NOK
$75.3B
$6K ﹤0.01%
1,337
REG icon
1147
Regency Centers
REG
$14.1B
$6K ﹤0.01%
103
-16
SCI icon
1148
Service Corp International
SCI
$10B
$6K ﹤0.01%
109
+1
SGDJ icon
1149
Sprott Junior Gold Miners ETF
SGDJ
$294M
$6K ﹤0.01%
255
+205
TVTX icon
1150
Travere Therapeutics
TVTX
$5.13B
$6K ﹤0.01%
252
44 45
46
47 48