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
501
$96K 0.01%
636
-254
502
$95K 0.01%
920
+27
503
$95K 0.01%
2,279
-17
504
$95K 0.01%
2,462
505
$92K 0.01%
1,978
+46
506
$92K 0.01%
1,525
507
$92K 0.01%
+2,632
508
$91K 0.01%
1,263
-256
509
$91K 0.01%
212
-19
510
$91K 0.01%
1,987
+280
511
$91K 0.01%
322
+2
512
$90K 0.01%
1,056
-29
513
$90K 0.01%
1,833
514
$89K 0.01%
1,483
515
$89K 0.01%
1,085
-129
516
$89K 0.01%
636
+8
517
$89K 0.01%
1,280
518
$88K 0.01%
850
-312
519
$88K 0.01%
800
520
$88K 0.01%
584
-614
521
$88K 0.01%
2,746
-848
522
$87K 0.01%
2,178
-371
523
$87K 0.01%
1,247
-19
524
$87K 0.01%
649
+10
525
$87K 0.01%
1,028
19 20
21
22 23