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
26
$7.45M 0.99%
35,029
+900
27
$7.36M 0.98%
13,647
-2,361
28
$7.25M 0.97%
71,493
+15,775
29
$7.25M 0.97%
136,034
+19,147
30
$7.19M 0.96%
21,179
+769
31
$6.96M 0.93%
85,157
+1,936
32
$6.84M 0.91%
47,081
-18,889
33
$6.48M 0.87%
317,755
-98,536
34
$6.32M 0.84%
49,130
-83
35
$5.96M 0.8%
27,083
+713
36
$5.3M 0.71%
103,852
+12,739
37
$5.29M 0.71%
39,560
+3,060
38
$5.29M 0.71%
40,995
+5,949
39
$5.08M 0.68%
71,280
-887
40
$4.78M 0.64%
8,297
-238
41
$4.74M 0.63%
75,859
+33,100
42
$4.55M 0.61%
58,800
+26,688
43
$4.35M 0.58%
62,123
+8,905
44
$4.32M 0.58%
6,949
+117
45
$4.31M 0.58%
12,388
+289
46
$4.18M 0.56%
31,340
-2,320
47
$4.16M 0.56%
31,559
-17
48
$4.15M 0.55%
16,215
+1,644
49
$4.03M 0.54%
80,225
-5,442
50
$3.98M 0.53%
24,314
-2,319
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