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
$795M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.55M
3
+$1.71M
4
XEL icon
Xcel Energy
XEL
+$1.64M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Top Sells

1
+$5.33M
2
+$5M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$2.45M
5
INTU icon
Intuit
INTU
+$1.21M

Sector Composition

1 Technology 25.49%
2 Healthcare 11.52%
3 Financials 11.25%
4 Consumer Discretionary 8.38%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$353K 0.04%
13,073
-767
252
$350K 0.04%
42,557
-21,722
253
$349K 0.04%
2,573
-138
254
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255
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-49
256
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5,005
+17
257
$332K 0.04%
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-489
258
$332K 0.04%
3,728
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259
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3,299
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260
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261
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262
$328K 0.04%
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263
$326K 0.04%
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264
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265
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266
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24,403
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$300K 0.04%
4,449
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273
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1,990
+372
274
$299K 0.04%
+4,546
275
$299K 0.04%
1,500
-74
9 10
11
12 13