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
476
$105K 0.01%
2,507
477
$105K 0.01%
1,040
+216
478
$104K 0.01%
2,166
+68
479
$104K 0.01%
477
-74
480
$103K 0.01%
658
-51
481
$103K 0.01%
4,772
+132
482
$102K 0.01%
2,046
+20
483
$102K 0.01%
1,943
-135
484
$102K 0.01%
710
+546
485
$102K 0.01%
3,748
-68
486
$102K 0.01%
1,807
487
$102K 0.01%
2,261
-25
488
$101K 0.01%
2,684
+41
489
$101K 0.01%
1,643
+97
490
$101K 0.01%
1,610
491
$100K 0.01%
3,430
+944
492
$100K 0.01%
3,311
493
$100K 0.01%
5,513
494
$99K 0.01%
3,356
-110
495
$98K 0.01%
2,850
496
$97K 0.01%
6,492
+37
497
$97K 0.01%
4,081
+85
498
$96K 0.01%
646
499
$96K 0.01%
2,060
+1,988
500
$96K 0.01%
1,338
18 19
20
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