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
501
$94K 0.01%
1,983
-77
502
$94K 0.01%
1,338
503
$93K 0.01%
2,832
+148
504
$93K 0.01%
1,128
-5,735
505
$92K 0.01%
855
-240
506
$92K 0.01%
799
+16
507
$91K 0.01%
659
508
$91K 0.01%
1,570
+1,217
509
$91K 0.01%
1,064
-412
510
$89K 0.01%
997
+385
511
$89K 0.01%
347
512
$89K 0.01%
1,154
-721
513
$88K 0.01%
3,617
514
$88K 0.01%
1,186
+467
515
$87K 0.01%
3,131
-447
516
$87K 0.01%
1,671
-162
517
$86K 0.01%
1,018
-547
518
$86K 0.01%
2,477
-1,148
519
$84K 0.01%
1,096
520
$82K 0.01%
13,894
-1,915
521
$82K 0.01%
1,017
-230
522
$82K 0.01%
940
-40
523
$81K 0.01%
3,296
-134
524
$81K 0.01%
1,841
525
$81K 0.01%
3,000
19 20
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