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%
3
-32
1452
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22
1453
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35
1454
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50
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+4
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115
-40
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27
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27
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22
1464
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13
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+8
1466
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36
1467
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1468
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34
1469
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15
1470
$1K ﹤0.01%
426
1471
$1K ﹤0.01%
52
1472
$1K ﹤0.01%
132
1473
– –
-314
1474
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-271
1475
– –
-100
57 58
59
60 61