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
401
$146K 0.02%
2,927
+138
402
$145K 0.02%
773
+15
403
$145K 0.02%
3,130
404
$145K 0.02%
219
-10
405
$143K 0.02%
7,760
406
$143K 0.02%
480
-56
407
$143K 0.02%
4,642
-1,001
408
$142K 0.02%
1,857
409
$141K 0.02%
14,777
-41,594
410
$140K 0.02%
2,004
-682
411
$140K 0.02%
661
+276
412
$140K 0.02%
389
-45
413
$139K 0.02%
411
414
$139K 0.02%
8,810
-1,131
415
$138K 0.02%
2,979
-903
416
$138K 0.02%
925
417
$137K 0.02%
174
-16
418
$137K 0.02%
8,215
+24
419
$136K 0.02%
660
-20
420
$135K 0.02%
654
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421
$135K 0.02%
2,239
422
$134K 0.02%
4,519
423
$133K 0.02%
1,883
-41
424
$131K 0.02%
1,393
-2,298
425
$130K 0.02%
772
+172
15 16
17
18 19