We are live on ! Find out more
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
1576
– –
-1
1577
– –
-8
1578
– –
-12
1579
– –
-3
1580
$0 ﹤0.01%
10
1581
$0 ﹤0.01%
2
1582
– –
-963
1583
– –
-125
1584
$0 ﹤0.01%
+79
1585
$0 ﹤0.01%
15
1586
$0 ﹤0.01%
25
1587
– –
-31
1588
– –
-1,446
1589
$0 ﹤0.01%
125
1590
$0 ﹤0.01%
20
1591
– –
-54
1592
– –
-109
1593
– –
-364
1594
– –
-314
1595
– –
-271
1596
– –
-100
1597
– –
-2,267
1598
– –
-3,000
1599
$0 ﹤0.01%
31
+1
1600
– –
-549
61 62 63
64
65