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
576
$74K 0.01%
3,000
-687
577
$73K 0.01%
479
-7
578
$73K 0.01%
832
-453
579
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580
$73K 0.01%
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581
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582
$73K 0.01%
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583
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584
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586
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818
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588
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960
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589
$70K 0.01%
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590
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591
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592
$69K 0.01%
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$68K 0.01%
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$68K 0.01%
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597
$68K 0.01%
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598
$68K 0.01%
605
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599
$68K 0.01%
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600
$67K 0.01%
197
22 23
24
25 26