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
1401
$1K ﹤0.01%
33
1402
$1K ﹤0.01%
100
1403
$1K ﹤0.01%
94
1404
$1K ﹤0.01%
25
1405
$1K ﹤0.01%
36
1406
$1K ﹤0.01%
104
1407
$1K ﹤0.01%
110
1408
$1K ﹤0.01%
73
-97
1409
$1K ﹤0.01%
19
1410
$1K ﹤0.01%
110
1411
$1K ﹤0.01%
13
1412
$1K ﹤0.01%
60
1413
$1K ﹤0.01%
+100
1414
$1K ﹤0.01%
186
1415
$1K ﹤0.01%
15
-10
1416
$1K ﹤0.01%
+1
1417
$1K ﹤0.01%
500
1418
$1K ﹤0.01%
42
1419
$1K ﹤0.01%
10
1420
$1K ﹤0.01%
306
-1,811
1421
$1K ﹤0.01%
49
1422
$1K ﹤0.01%
24
1423
$1K ﹤0.01%
17
-35
1424
$1K ﹤0.01%
10
-11
1425
$1K ﹤0.01%
27
55 56
57
58 59