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
1201
$5K ﹤0.01%
100
-16
1202
$5K ﹤0.01%
176
-6,704
1203
$5K ﹤0.01%
+18
1204
$5K ﹤0.01%
42
-48
1205
$5K ﹤0.01%
62
1206
$5K ﹤0.01%
173
1207
$5K ﹤0.01%
417
-80
1208
$5K ﹤0.01%
171
1209
$5K ﹤0.01%
138
1210
$5K ﹤0.01%
+44
1211
$5K ﹤0.01%
+45
1212
$5K ﹤0.01%
15
1213
$5K ﹤0.01%
+400
1214
$5K ﹤0.01%
345
+235
1215
$5K ﹤0.01%
109
1216
$5K ﹤0.01%
107
1217
$5K ﹤0.01%
88
1218
$5K ﹤0.01%
56
1219
$5K ﹤0.01%
21
1220
$5K ﹤0.01%
53
-25
1221
$5K ﹤0.01%
22
-74
1222
$5K ﹤0.01%
285
+78
1223
$5K ﹤0.01%
387
1224
$5K ﹤0.01%
202
1225
$5K ﹤0.01%
89
47 48
49
50 51