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
1276
$4K ﹤0.01%
+207
1277
$4K ﹤0.01%
100
1278
$4K ﹤0.01%
109
1279
$3K ﹤0.01%
68
1280
$3K ﹤0.01%
+76
1281
$3K ﹤0.01%
106
1282
$3K ﹤0.01%
178
1283
$3K ﹤0.01%
119
-29
1284
$3K ﹤0.01%
113
1285
$3K ﹤0.01%
25
1286
$3K ﹤0.01%
369
1287
$3K ﹤0.01%
131
1288
$3K ﹤0.01%
109
1289
$3K ﹤0.01%
319
1290
$3K ﹤0.01%
81
1291
$3K ﹤0.01%
260
1292
$3K ﹤0.01%
21
-22
1293
$3K ﹤0.01%
55
1294
$3K ﹤0.01%
146
-1,716
1295
$3K ﹤0.01%
50
1296
$3K ﹤0.01%
84
-2,216
1297
$3K ﹤0.01%
25
1298
$3K ﹤0.01%
90
1299
$3K ﹤0.01%
100
1300
$3K ﹤0.01%
128
50 51
52
53 54