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
426
$129K 0.02%
554
+8
427
$128K 0.02%
4,993
+82
428
$128K 0.02%
5,465
+141
429
$127K 0.02%
652
+10
430
$127K 0.02%
3,213
+52
431
$127K 0.02%
392
+48
432
$125K 0.02%
2,895
-206
433
$124K 0.02%
1,565
-244
434
$123K 0.02%
2,457
435
$122K 0.02%
312
-97
436
$122K 0.02%
2,054
-1,206
437
$122K 0.02%
2,559
+56
438
$121K 0.02%
1,875
-343
439
$121K 0.02%
820
440
$119K 0.02%
15,809
+7,566
441
$119K 0.02%
1,000
442
$119K 0.02%
4,781
+100
443
$119K 0.02%
1,095
+45
444
$119K 0.02%
2,442
-22
445
$118K 0.02%
2,272
-943
446
$118K 0.02%
526
-118
447
$118K 0.02%
3,625
+375
448
$117K 0.02%
5,064
-2,972
449
$117K 0.02%
774
450
$117K 0.02%
8,425
+2,433
16 17
18
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