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
376
$159K 0.02%
7,760
377
$159K 0.02%
3,198
378
$158K 0.02%
770
-48
379
$158K 0.02%
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380
$158K 0.02%
908
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381
$156K 0.02%
2,277
+190
382
$155K 0.02%
453
-8
383
$155K 0.02%
4,114
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$154K 0.02%
12,857
385
$151K 0.02%
2,264
-83
386
$149K 0.02%
411
387
$149K 0.02%
2,400
-4,915
388
$148K 0.02%
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-90
389
$148K 0.02%
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-7
390
$148K 0.02%
358
-31
391
$146K 0.02%
2,901
+1,501
392
$145K 0.02%
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393
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$143K 0.02%
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$142K 0.02%
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396
$142K 0.02%
15,242
-3,641
397
$141K 0.02%
596
-64
398
$141K 0.02%
8,249
+34
399
$140K 0.02%
367
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400
$140K 0.02%
166
-8
14 15
16
17 18