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
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1477
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1479
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1480
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1481
$0 ﹤0.01%
31
+1
1482
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-549
1483
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-1,077
1484
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-255
1485
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-140
1486
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1488
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-240
1489
$0 ﹤0.01%
15
1490
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-755
1491
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-249
1492
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1493
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$0 ﹤0.01%
5
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$0 ﹤0.01%
7
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-26
1497
$0 ﹤0.01%
22
1498
$0 ﹤0.01%
2
1499
$0 ﹤0.01%
14
1500
– –
-250
58 59
60
61 62