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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
1501
– –
-42
1502
$0 ﹤0.01%
25
-34
1503
$0 ﹤0.01%
5
1504
– –
-1,264
1505
– –
-100
1506
– –
-37
1507
– –
-3,217
1508
– –
-176
1509
$0 ﹤0.01%
3
1510
– –
-81
1511
$0 ﹤0.01%
9
1512
– –
-133
1513
$0 ﹤0.01%
2
1514
$0 ﹤0.01%
3
1515
$0 ﹤0.01%
+13
1516
– –
0
1517
$0 ﹤0.01%
1
1518
$0 ﹤0.01%
13
1519
– –
-82
1520
$0 ﹤0.01%
1
1521
– –
-45
1522
– –
-240
1523
– –
-6
1524
– –
-7
1525
– –
-400
59 60
61
62 63