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
351
$185K 0.02%
9,686
352
$184K 0.02%
373
-19
353
$184K 0.02%
2,470
+505
354
$183K 0.02%
10,395
355
$180K 0.02%
11,036
+134
356
$180K 0.02%
1,554
+1,003
357
$178K 0.02%
1,016
-37
358
$177K 0.02%
5,790
+776
359
$177K 0.02%
1,820
+346
360
$176K 0.02%
3,407
+504
361
$175K 0.02%
4,075
-177
362
$175K 0.02%
2,169
+1,223
363
$174K 0.02%
3,372
-410
364
$173K 0.02%
2,601
365
$173K 0.02%
5,505
-1,750
366
$172K 0.02%
37,384
-14,265
367
$171K 0.02%
992
-572
368
$170K 0.02%
906
369
$169K 0.02%
2,425
-147
370
$169K 0.02%
3,728
371
$166K 0.02%
6,880
+280
372
$165K 0.02%
624
373
$163K 0.02%
2,347
-253
374
$163K 0.02%
1,514
-238
375
$162K 0.02%
779
-78
13 14
15
16 17