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
276
$296K 0.04%
757
-3
277
$294K 0.04%
7,194
+969
278
$293K 0.04%
6,110
-1,012
279
$291K 0.04%
7,085
-432
280
$287K 0.04%
10,928
+7,521
281
$286K 0.04%
12,379
-515
282
$284K 0.04%
2,192
-1,116
283
$284K 0.04%
5,451
-466
284
$283K 0.04%
3,194
-483
285
$283K 0.04%
954
-96
286
$281K 0.04%
6,821
-1,004
287
$281K 0.04%
13,544
-93
288
$277K 0.03%
2,559
-761
289
$276K 0.03%
4,079
290
$276K 0.03%
13,961
-1,204
291
$274K 0.03%
1,249
-219
292
$271K 0.03%
2,515
+405
293
$271K 0.03%
3,351
+143
294
$270K 0.03%
2,577
-99
295
$270K 0.03%
2,954
-60
296
$269K 0.03%
1,548
-143
297
$268K 0.03%
26,238
298
$264K 0.03%
1,462
299
$263K 0.03%
2,170
-95
300
$263K 0.03%
969
-20
10 11
12
13 14