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
$749M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.89M
3
+$2.81M
4
XEL icon
Xcel Energy
XEL
+$2.24M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Top Sells

1
+$3.32M
2
+$3.08M
3
+$2.22M
4
T icon
AT&T
T
+$2.07M
5
INTU icon
Intuit
INTU
+$1.27M

Sector Composition

1 Technology 23.98%
2 Financials 11.91%
3 Healthcare 11.46%
4 Consumer Discretionary 8.35%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4K ﹤0.01%
240
1252
$4K ﹤0.01%
124
-2,132
1253
$4K ﹤0.01%
26
1254
$4K ﹤0.01%
107
1255
$4K ﹤0.01%
62
1256
$4K ﹤0.01%
200
1257
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33
1258
$4K ﹤0.01%
209
1259
$4K ﹤0.01%
173
1260
$4K ﹤0.01%
72
1261
$4K ﹤0.01%
171
1262
$4K ﹤0.01%
226
1263
$4K ﹤0.01%
113
1264
$4K ﹤0.01%
275
1265
$4K ﹤0.01%
15
1266
$4K ﹤0.01%
109
1267
$4K ﹤0.01%
88
1268
$4K ﹤0.01%
775
1269
$4K ﹤0.01%
30
1270
$4K ﹤0.01%
37
1271
$4K ﹤0.01%
26
-8
1272
$4K ﹤0.01%
21
1273
$4K ﹤0.01%
8
1274
$4K ﹤0.01%
+500
1275
$4K ﹤0.01%
459
-163
49 50
51
52 53