We are live on ! Find out more
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
$683M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,604
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$2.97M
3 +$2.82M
4
UNH icon
UnitedHealth
UNH
+$1.86M
5
QCOM icon
Qualcomm
QCOM
+$1.72M

Top Sells

1 +$8.29M
2 +$5.48M
3 +$3.02M
4
CVX icon
Chevron
CVX
+$1.9M
5
MA icon
Mastercard
MA
+$1.25M

Sector Composition

1 Technology 25.28%
2 Healthcare 11.3%
3 Financials 10.45%
4 Consumer Discretionary 7.53%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NI icon
1126
NiSource
NI
$22.7B
$6K ﹤0.01%
210
NOK icon
1127
Nokia
NOK
$75.3B
$6K ﹤0.01%
1,337
OLED icon
1128
Universal Display
OLED
$4.16B
$6K ﹤0.01%
56
-41
PLL
1129
DELISTED
Piedmont Lithium
PLL
$6K ﹤0.01%
166
PWR icon
1130
Quanta Services
PWR
$105B
$6K ﹤0.01%
44
SPB icon
1131
Spectrum Brands
SPB
$1.95B
$6K ﹤0.01%
74
TMUS icon
1132
T-Mobile US
TMUS
$197B
$6K ﹤0.01%
+45
TVTX icon
1133
Travere Therapeutics
TVTX
$5.13B
$6K ﹤0.01%
252
-152
UPWK icon
1134
Upwork
UPWK
$994M
$6K ﹤0.01%
+284
USPH icon
1135
US Physical Therapy
USPH
$964M
$6K ﹤0.01%
56
NS
1136
DELISTED
NuStar Energy L.P.
NS
$6K ﹤0.01%
401
LITE icon
1137
Lumentum
LITE
$66.1B
$6K ﹤0.01%
77
PHO icon
1138
Invesco Water Resources ETF
PHO
$1.98B
$5K ﹤0.01%
107
BF.A icon
1139
Brown-Forman Class A
BF.A
$12.2B
$5K ﹤0.01%
70
BPOP icon
1140
Popular Inc
BPOP
$10.3B
$5K ﹤0.01%
63
CMG icon
1141
Chipotle Mexican Grill
CMG
$41.7B
$5K ﹤0.01%
200
DBC icon
1142
Invesco DB Commodity Index Tracking Fund
DBC
$1.59B
$5K ﹤0.01%
200
DIOD icon
1143
Diodes
DIOD
$5.49B
$5K ﹤0.01%
73
DLR icon
1144
Digital Realty Trust
DLR
$66.1B
$5K ﹤0.01%
38
DSM
1145
BNY Mellon Strategic Municipal Bond Fund
DSM
$303M
$5K ﹤0.01%
800
FFC
1146
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$768M
$5K ﹤0.01%
300
GNRC icon
1147
Generac Holdings
GNRC
$16.4B
$5K ﹤0.01%
22
GSHD icon
1148
Goosehead Insurance
GSHD
$873M
$5K ﹤0.01%
110
+15
GUNR icon
1149
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.92B
$5K ﹤0.01%
121
HRTG icon
1150
Heritage Insurance Holdings
HRTG
$704M
$5K ﹤0.01%
2,000