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
526
$86K 0.01%
1,599
+27
527
$86K 0.01%
553
-237
528
$86K 0.01%
644
+33
529
$85K 0.01%
3,617
+1,033
530
$85K 0.01%
659
531
$85K 0.01%
599
532
$85K 0.01%
492
+11
533
$84K 0.01%
505
534
$84K 0.01%
347
-34
535
$84K 0.01%
321
536
$84K 0.01%
3,675
+154
537
$84K 0.01%
337
538
$84K 0.01%
314
-5
539
$83K 0.01%
394
-141
540
$83K 0.01%
506
+25
541
$82K 0.01%
667
+13
542
$82K 0.01%
907
543
$82K 0.01%
320
+19
544
$82K 0.01%
936
+28
545
$81K 0.01%
583
546
$81K 0.01%
2,201
+1,014
547
$81K 0.01%
997
548
$81K 0.01%
1,485
549
$80K 0.01%
1,301
550
$79K 0.01%
3,100
-2,018
20 21
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