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
451
$116K 0.02%
1,476
452
$116K 0.02%
7,664
-237
453
$116K 0.02%
1,178
-14
454
$116K 0.02%
2,457
-871
455
$116K 0.02%
494
-45
456
$115K 0.02%
2,718
457
$114K 0.02%
1,420
-203
458
$114K 0.02%
1,418
+1,377
459
$114K 0.02%
1,821
+4
460
$113K 0.02%
2,218
+36
461
$113K 0.02%
612
462
$113K 0.02%
783
-149
463
$112K 0.02%
1,354
464
$112K 0.02%
962
-352
465
$111K 0.01%
1,505
-77
466
$111K 0.01%
3,397
-23,562
467
$111K 0.01%
1,844
+1,479
468
$109K 0.01%
4,112
+1,143
469
$109K 0.01%
768
470
$109K 0.01%
3,500
471
$109K 0.01%
1,036
+169
472
$107K 0.01%
1,418
-195
473
$106K 0.01%
2,817
+46
474
$106K 0.01%
238
+30
475
$105K 0.01%
256
17 18
19
20 21