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
476
$103K 0.01%
470
-56
477
$102K 0.01%
641
-17
478
$102K 0.01%
349
-430
479
$102K 0.01%
2,261
480
$101K 0.01%
543
-41
481
$101K 0.01%
2,135
-372
482
$101K 0.01%
555
+2
483
$101K 0.01%
646
+240
484
$101K 0.01%
4,772
485
$100K 0.01%
483
-153
486
$99K 0.01%
3,100
487
$99K 0.01%
870
+162
488
$99K 0.01%
5,607
-9,318
489
$98K 0.01%
666
-1
490
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315
-6
491
$98K 0.01%
475
+228
492
$98K 0.01%
3,311
493
$98K 0.01%
357
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494
$98K 0.01%
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495
$97K 0.01%
956
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496
$97K 0.01%
2,462
497
$95K 0.01%
1,086
+1
498
$94K 0.01%
3,485
-2,492
499
$94K 0.01%
2,087
+100
500
$94K 0.01%
2,979
+384
18 19
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