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
376
$162K 0.02%
5,977
-632
377
$160K 0.02%
448
378
$160K 0.02%
4,272
379
$160K 0.02%
41,000
380
$159K 0.02%
1,998
-198
381
$159K 0.02%
1,786
+426
382
$159K 0.02%
779
+21
383
$156K 0.02%
525
+2
384
$156K 0.02%
4,537
-1,018
385
$154K 0.02%
1,306
+1,192
386
$154K 0.02%
461
387
$154K 0.02%
249
-87
388
$152K 0.02%
2,430
389
$152K 0.02%
408
390
$151K 0.02%
5,629
+83
391
$150K 0.02%
1,662
-118
392
$149K 0.02%
12,857
393
$149K 0.02%
4,308
-360
394
$149K 0.02%
1,140
+68
395
$148K 0.02%
818
-91
396
$147K 0.02%
3,198
397
$147K 0.02%
2,168
+25
398
$146K 0.02%
873
+133
399
$146K 0.02%
+2,087
400
$146K 0.02%
1,000
14 15
16
17 18