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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
$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
1176
$6K ﹤0.01%
143
1177
$6K ﹤0.01%
139
1178
$6K ﹤0.01%
26
1179
$6K ﹤0.01%
+100
1180
$6K ﹤0.01%
57
1181
$6K ﹤0.01%
401
1182
$5K ﹤0.01%
89
1183
$5K ﹤0.01%
68
1184
$5K ﹤0.01%
30
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1185
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100
1186
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35
-9
1187
$5K ﹤0.01%
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51
-105
1189
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52
-61
1190
$5K ﹤0.01%
100
1191
$5K ﹤0.01%
381
1192
$5K ﹤0.01%
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+200
1194
$5K ﹤0.01%
124
1195
$5K ﹤0.01%
75
1196
$5K ﹤0.01%
30
-41
1197
$5K ﹤0.01%
100
-16
1198
$5K ﹤0.01%
176
-6,704
1199
$5K ﹤0.01%
109
1200
$5K ﹤0.01%
275