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
301
$255K 0.03%
589
-55
302
$252K 0.03%
3,152
+30
303
$250K 0.03%
5,653
+3,813
304
$247K 0.03%
4,214
-385
305
$245K 0.03%
1,618
-261
306
$244K 0.03%
4,079
307
$244K 0.03%
12,406
308
$243K 0.03%
1,839
-163
309
$239K 0.03%
927
+159
310
$238K 0.03%
8,000
311
$236K 0.03%
2,676
+136
312
$234K 0.03%
14,925
-1,676
313
$230K 0.03%
3,014
+582
314
$230K 0.03%
2,546
+432
315
$230K 0.03%
1,781
+15
316
$230K 0.03%
1,494
-350
317
$229K 0.03%
989
-30
318
$228K 0.03%
7,084
319
$226K 0.03%
798
+107
320
$226K 0.03%
1,446
-30
321
$224K 0.03%
7,029
+6,926
322
$224K 0.03%
1,081
-40
323
$223K 0.03%
32,777
324
$222K 0.03%
9,602
-1,172
325
$222K 0.03%
3,112
11 12
13
14 15