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
451
$114K 0.01%
2,272
452
$113K 0.01%
521
-133
453
$113K 0.01%
7,327
-1,483
454
$112K 0.01%
7,119
+627
455
$112K 0.01%
303
-213
456
$111K 0.01%
1,429
-1,577
457
$111K 0.01%
1,489
-16
458
$111K 0.01%
4,528
-536
459
$111K 0.01%
36,000
-5,000
460
$111K 0.01%
1,402
-1,750
461
$110K 0.01%
4,598
-867
462
$110K 0.01%
1,996
-222
463
$109K 0.01%
2,453
-7,438
464
$108K 0.01%
2,046
465
$108K 0.01%
2,243
-214
466
$108K 0.01%
3,500
467
$108K 0.01%
477
468
$107K 0.01%
646
469
$107K 0.01%
+1,156
470
$107K 0.01%
218
-20
471
$106K 0.01%
2,361
+82
472
$106K 0.01%
1,610
473
$106K 0.01%
3,734
-347
474
$105K 0.01%
997
475
$105K 0.01%
1,525
17 18
19
20 21