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
1376
$2K ﹤0.01%
120
1377
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33
1378
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+105
1379
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8
+6
1381
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52
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+21
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17
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250
1386
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105
1387
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100
+61
1388
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28
-360
1389
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31
-7
1390
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50
1391
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1393
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3
1394
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1395
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19
1396
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10
1397
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106
-20
1398
$1K ﹤0.01%
2
1399
$1K ﹤0.01%
28
1400
$1K ﹤0.01%
15
54 55
56
57 58