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
326
$221K 0.03%
2,500
-45
327
$218K 0.03%
3,208
+1,225
328
$217K 0.03%
1,787
-32
329
$217K 0.03%
1,462
330
$214K 0.03%
5,784
331
$212K 0.03%
1,989
+103
332
$212K 0.03%
18,018
+68
333
$208K 0.03%
2,172
+162
334
$206K 0.03%
2,172
+2
335
$206K 0.03%
3,478
336
$203K 0.03%
516
+17
337
$202K 0.03%
2,899
-692
338
$197K 0.03%
4,155
+344
339
$197K 0.03%
6,225
+546
340
$195K 0.03%
1,014
+26
341
$195K 0.03%
2,486
342
$194K 0.03%
3,377
343
$193K 0.03%
13,637
+894
344
$192K 0.03%
3,217
-208
345
$192K 0.03%
18,883
-4,470
346
$189K 0.03%
2,894
+257
347
$188K 0.03%
1,835
+74
348
$188K 0.03%
2,110
-27
349
$188K 0.03%
10,071
+2,309
350
$187K 0.03%
5,132
-420
12 13
14
15 16