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
551
$74K 0.01%
2,166
552
$74K 0.01%
2,562
-794
553
$74K 0.01%
6,327
+1,610
554
$74K 0.01%
599
555
$74K 0.01%
2,314
-432
556
$73K 0.01%
4,000
557
$73K 0.01%
583
558
$73K 0.01%
544
-22
559
$73K 0.01%
1,000
560
$73K 0.01%
854
-82
561
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2,085
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562
$72K 0.01%
527
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563
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564
$72K 0.01%
474
565
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1,018
-42
566
$72K 0.01%
1,545
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1,339
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$71K 0.01%
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569
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1,139
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570
$70K 0.01%
1,631
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$70K 0.01%
2,414
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$69K 0.01%
1,340
-55
573
$69K 0.01%
309
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574
$69K 0.01%
1,806
-43
575
$69K 0.01%
14,703
-229
21 22
23
24 25