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
551
$79K 0.01%
2,310
+63
552
$78K 0.01%
588
+18
553
$78K 0.01%
1,077
-67
554
$78K 0.01%
439
555
$77K 0.01%
1,096
556
$77K 0.01%
843
-135
557
$77K 0.01%
2,595
+1,798
558
$77K 0.01%
6,639
-3,163
559
$77K 0.01%
+330
560
$76K 0.01%
663
561
$76K 0.01%
474
+90
562
$76K 0.01%
510
+8
563
$76K 0.01%
465
564
$75K 0.01%
979
+199
565
$75K 0.01%
2,450
-343
566
$75K 0.01%
4,651
-3,610
567
$75K 0.01%
980
568
$75K 0.01%
3,578
+158
569
$75K 0.01%
1,826
+1,821
570
$75K 0.01%
1,345
571
$74K 0.01%
4,000
572
$74K 0.01%
2,015
+48
573
$74K 0.01%
6,454
574
$74K 0.01%
2,271
-13
575
$74K 0.01%
+1,400
21 22
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