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
401
$139K 0.02%
820
402
$139K 0.02%
817
+107
403
$138K 0.02%
2,882
-248
404
$138K 0.02%
2,412
-147
405
$138K 0.02%
768
406
$137K 0.02%
1,944
+123
407
$137K 0.02%
9,792
+1,367
408
$136K 0.02%
2,457
409
$134K 0.02%
1,857
410
$134K 0.02%
1,883
411
$133K 0.02%
1,393
412
$133K 0.02%
1,128
+92
413
$132K 0.02%
1,154
-24
414
$130K 0.02%
198
-51
415
$128K 0.02%
606
-30
416
$127K 0.02%
2,662
+836
417
$127K 0.02%
1,343
+543
418
$127K 0.02%
554
419
$126K 0.02%
2,850
420
$126K 0.02%
13,490
-1,287
421
$126K 0.02%
1,354
422
$124K 0.02%
1,419
-1
423
$124K 0.02%
3,213
424
$124K 0.02%
289
+112
425
$124K 0.02%
1,525
-282
15 16
17
18 19