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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
$677M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,612
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$4.85M
3
+$2.97M
4
TGT icon
Target
TGT
+$2.68M
5
VZ icon
Verizon
VZ
+$2.5M

Top Sells

1
+$2.68M
2
+$2.01M
3
+$1.4M
4
LKFN icon
Lakeland Financial Corp
LKFN
+$1.15M
5
SE icon
Sea Limited
SE
+$1.14M

Sector Composition

1 Technology 25.35%
2 Healthcare 11.16%
3 Financials 10.35%
4 Consumer Discretionary 7.58%
5 Industrials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENPH icon
1501
Enphase Energy
ENPH
$6.3B
– –
-38
EPP icon
1502
iShares MSCI Pacific ex Japan ETF
EPP
$2.06B
– –
-244
ETJ
1503
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$555M
$0 ﹤0.01%
12
EWD icon
1504
iShares MSCI Sweden ETF
EWD
$288M
– –
-77
EWL icon
1505
iShares MSCI Switzerland ETF
EWL
$1.9B
– –
-161
EWU icon
1506
iShares MSCI United Kingdom ETF
EWU
$3.58B
$0 ﹤0.01%
11
-391
EZU icon
1507
iShare MSCI Eurozone ETF
EZU
$9.39B
– –
-524
FOLD
1508
DELISTED
Amicus Therapeutics
FOLD
– –
-118
FOXA icon
1509
Fox Class A
FOXA
$21.5B
$0 ﹤0.01%
9
FTS icon
1510
Fortis
FTS
$28.6B
– –
-32
GSAT icon
1511
Globalstar
GSAT
$10.3B
$0 ﹤0.01%
13
GURE
1512
Gulf Resources
GURE
$6.19M
$0 ﹤0.01%
1
HCM icon
1513
HUTCHMED
HCM
$1.74B
– –
-117
HNI icon
1514
HNI Corp
HNI
$2.33B
– –
-66
HSBC icon
1515
HSBC
HSBC
$327B
$0 ﹤0.01%
11
-10
HYG icon
1516
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.1B
$0 ﹤0.01%
4
HYMB icon
1517
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
– –
-35,244
ILF icon
1518
iShares Latin America 40 ETF
ILF
$3.97B
$0 ﹤0.01%
6
JBLU icon
1519
JetBlue
JBLU
$1.91B
– –
-4,000
JNPR
1520
DELISTED
Juniper Networks
JNPR
$0 ﹤0.01%
19
JXN icon
1521
Jackson Financial
JXN
$7.56B
$0 ﹤0.01%
6
KBE icon
1522
State Street SPDR S&P Bank ETF
KBE
$1.48B
– –
-1,280
LAZ icon
1523
Lazard
LAZ
$4.25B
– –
-500
LOOP icon
1524
Loop Industries
LOOP
$43M
$0 ﹤0.01%
+100
LUMN icon
1525
Lumen
LUMN
$8.35B
$0 ﹤0.01%
13
59 60
61
62 63