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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
1551
$0 ﹤0.01%
24
1552
$0 ﹤0.01%
50
1553
– –
-400
1554
– –
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1555
$0 ﹤0.01%
1
1556
– –
-3
1557
$0 ﹤0.01%
10
1558
$0 ﹤0.01%
2
1559
– –
-30
1560
$0 ﹤0.01%
3
1561
$0 ﹤0.01%
+2
1562
– –
-37
1563
– –
-1,000
1564
– –
-8
1565
– –
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1566
$0 ﹤0.01%
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1567
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1568
$0 ﹤0.01%
3
1569
– –
-1
1570
– –
-100
1571
– –
-100
1572
– –
-1,000
1573
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-500
1574
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-525
1575
– –
-245
61 62
63
64 65