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
1326
$3K ﹤0.01%
12
+4
1327
$3K ﹤0.01%
+200
1328
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18
-23
1329
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31
1330
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56
-77
1331
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17
1332
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70
+20
1333
$3K ﹤0.01%
206
1334
$3K ﹤0.01%
400
1335
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105
1336
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31
-36
1337
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1338
$3K ﹤0.01%
105
1339
$3K ﹤0.01%
31
1340
$3K ﹤0.01%
98
1341
$2K ﹤0.01%
35
1342
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65
1343
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1344
$2K ﹤0.01%
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1345
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32
1346
$2K ﹤0.01%
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1347
$2K ﹤0.01%
50
1348
$2K ﹤0.01%
11
-6
1349
$2K ﹤0.01%
65
-58
1350
$2K ﹤0.01%
58
52 53
54
55 56