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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
1451
$1K ﹤0.01%
43
1452
$1K ﹤0.01%
5
1453
$1K ﹤0.01%
47
1454
$1K ﹤0.01%
6
1455
$1K ﹤0.01%
217
1456
$1K ﹤0.01%
24
1457
$1K ﹤0.01%
19
1458
$1K ﹤0.01%
91
-15
1459
$1K ﹤0.01%
28
1460
$1K ﹤0.01%
17
1461
$1K ﹤0.01%
43
1462
$1K ﹤0.01%
+24
1463
$1K ﹤0.01%
150
-100
1464
$1K ﹤0.01%
155
1465
$1K ﹤0.01%
107
1466
$1K ﹤0.01%
12
1467
$1K ﹤0.01%
9
1468
$1K ﹤0.01%
44
1469
$1K ﹤0.01%
32
-34
1470
$1K ﹤0.01%
27
-305
1471
$1K ﹤0.01%
22
1472
$1K ﹤0.01%
27
1473
$0 ﹤0.01%
3
1474
– –
-306
1475
$0 ﹤0.01%
+4
57 58
59
60 61