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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
1476
– –
-6
1477
– –
-75
1478
– –
-1,000
1479
– –
-79
1480
– –
-255
1481
– –
-1,000
1482
– –
-1,750
1483
$0 ﹤0.01%
71
1484
$0 ﹤0.01%
+10
1485
$0 ﹤0.01%
+50
1486
– –
-25
1487
– –
-755
1488
– –
-249
1489
– –
-76
1490
– –
-34
1491
$0 ﹤0.01%
5
1492
$0 ﹤0.01%
7
1493
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-26
1494
$0 ﹤0.01%
22
1495
$0 ﹤0.01%
2
1496
$0 ﹤0.01%
14
1497
– –
-250
1498
$0 ﹤0.01%
5
1499
– –
-3,544
1500
– –
-200
58 59
60
61 62