FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
-12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$749M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,613
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.9M
3
+$2.52M
4
UBER icon
Uber
UBER
+$2.08M
5
XEL icon
Xcel Energy
XEL
+$2.07M

Top Sells

1
+$3.32M
2
+$2.74M
3
+$2.01M
4
EBS icon
Emergent Biosolutions
EBS
+$1.83M
5
INTU icon
Intuit
INTU
+$1.27M

Sector Composition

1 Technology 23.98%
2 Financials 11.75%
3 Healthcare 11.46%
4 Consumer Discretionary 8.35%
5 Consumer Staples 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$354K 0.05%
12,962
+1,074
252
$352K 0.05%
2,853
-333
253
$350K 0.05%
22,504
-1,108
254
$348K 0.05%
2,121
+100
255
$348K 0.05%
11,703
-654
256
$347K 0.05%
2,905
-27
257
$341K 0.05%
3,320
-2,944
258
$341K 0.05%
1,747
-283
259
$337K 0.05%
9,559
+2,105
260
$336K 0.04%
2,053
+8
261
$332K 0.04%
1,050
-241
262
$330K 0.04%
4,851
-31
263
$328K 0.04%
3,984
-5
264
$326K 0.04%
5,067
-219
265
$325K 0.04%
2,711
+16
266
$323K 0.04%
5,415
-1,005
267
$323K 0.04%
3,989
+219
268
$319K 0.04%
6,965
-161
269
$319K 0.04%
15,165
+483
270
$316K 0.04%
7,122
-1,266
271
$316K 0.04%
1,078
272
$313K 0.04%
2,969
-411
273
$312K 0.04%
2,191
-403
274
$310K 0.04%
1,732
275
$308K 0.04%
5,157
+217
9 10
11
12 13