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
426
$124K 0.02%
1,515
+97
427
$123K 0.02%
923
-39
428
$122K 0.02%
652
429
$121K 0.02%
774
430
$121K 0.02%
3,108
-1,164
431
$120K 0.02%
725
+264
432
$120K 0.02%
4,881
+100
433
$120K 0.02%
471
-23
434
$120K 0.02%
2,422
-505
435
$119K 0.02%
3,397
436
$119K 0.02%
332
-60
437
$118K 0.01%
4,657
-336
438
$118K 0.01%
4,341
+229
439
$118K 0.01%
2,718
440
$118K 0.01%
759
+110
441
$118K 0.01%
564
-48
442
$118K 0.01%
1,020
+954
443
$117K 0.01%
2,766
-129
444
$117K 0.01%
1,700
-304
445
$117K 0.01%
580
-81
446
$117K 0.01%
1,280
447
$117K 0.01%
2,716
+872
448
$116K 0.01%
176
-43
449
$115K 0.01%
2,054
450
$115K 0.01%
2,442
16 17
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