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
1301
$3K ﹤0.01%
84
-2,216
1302
$3K ﹤0.01%
25
1303
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90
1304
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100
1305
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128
1306
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170
1307
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112
1308
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1309
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-3
1310
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60
1311
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56
1312
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300
1313
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15
1314
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25
1315
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124
1316
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31
-433
1317
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25
1318
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1319
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59
1320
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98
1321
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220
-46
1322
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206
1323
$3K ﹤0.01%
400
1324
$2K ﹤0.01%
132
1325
$2K ﹤0.01%
42
51 52
53
54 55