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
276
$306K 0.04%
11,535
+8,450
277
$306K 0.04%
1,995
-178
278
$303K 0.04%
4,988
+17
279
$299K 0.04%
3,837
+2,555
280
$291K 0.04%
+5,200
281
$286K 0.04%
3,006
-1,350
282
$284K 0.04%
1,339
-1,031
283
$278K 0.04%
12,894
284
$278K 0.04%
5,917
-186
285
$277K 0.04%
4,323
-447
286
$272K 0.04%
3,677
-1,083
287
$269K 0.04%
7,825
-1,069
288
$269K 0.04%
760
289
$267K 0.04%
2,984
-544
290
$267K 0.04%
5,302
-87
291
$266K 0.04%
1,698
+72
292
$266K 0.04%
1,468
+68
293
$263K 0.04%
1,574
-207
294
$263K 0.04%
3,202
-2,098
295
$261K 0.03%
7,517
-56
296
$258K 0.03%
109
+1
297
$256K 0.03%
2,265
-138
298
$256K 0.03%
1,691
-416
299
$255K 0.03%
26,238
-18,328
300
$255K 0.03%
14,951
-1,106
10 11
12
13 14