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
301
$262K 0.03%
2,577
-392
302
$259K 0.03%
7,158
+129
303
$253K 0.03%
10,850
+779
304
$253K 0.03%
2,466
-80
305
$253K 0.03%
1,424
-70
306
$252K 0.03%
7,269
+1,479
307
$252K 0.03%
1,232
-500
308
$250K 0.03%
3,112
309
$249K 0.03%
1,731
-104
310
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1,792
-197
311
$246K 0.03%
12,406
312
$246K 0.03%
4,183
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313
$246K 0.03%
1,874
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314
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2,500
315
$244K 0.03%
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316
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639
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321
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1,645
-194
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$233K 0.03%
1,236
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324
$230K 0.03%
6,346
-738
325
$229K 0.03%
5,847
+63
11 12
13
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