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
$683M
AUM Growth
-$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,605
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$2.83M
3 +$2.61M
4
UNH icon
UnitedHealth
UNH
+$1.9M
5
QCOM icon
Qualcomm
QCOM
+$1.62M

Top Sells

1 +$7.91M
2 +$5.33M
3 +$2.95M
4
CVX icon
Chevron
CVX
+$1.66M
5
MA icon
Mastercard
MA
+$1.15M

Sector Composition

1 Technology 25.28%
2 Healthcare 11.3%
3 Financials 10.41%
4 Consumer Discretionary 7.53%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIRC
576
DELISTED
Apartment Income REIT Corp.
AIRC
$54K 0.01%
1,303
COHR icon
577
Coherent
COHR
$29.2B
$54K 0.01%
1,069
+314
DOOR
578
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$54K 0.01%
707
-459
B
579
Barrick Mining
B
$75.5B
$53K 0.01%
3,019
APOG icon
580
Apogee Enterprises
APOG
$834M
$53K 0.01%
1,362
-894
BIDU icon
581
Baidu
BIDU
$42.6B
$53K 0.01%
359
FRPT icon
582
Freshpet
FRPT
$3.06B
$53K 0.01%
1,017
+98
LAW icon
583
CS Disco
LAW
$524M
$53K 0.01%
2,936
+212
OMC icon
584
Omnicom Group
OMC
$25.5B
$53K 0.01%
827
PINS icon
585
Pinterest
PINS
$17.6B
$53K 0.01%
2,910
+2,680
RY icon
586
Royal Bank of Canada
RY
$236B
$53K 0.01%
545
+290
STZ icon
587
Constellation Brands
STZ
$23.5B
$53K 0.01%
228
-32
VNT icon
588
Vontier
VNT
$5.49B
$53K 0.01%
2,316
+188
LPX icon
589
Louisiana-Pacific
LPX
$5.63B
$52K 0.01%
1,000
ABR icon
590
Arbor Realty Trust
ABR
$1.56B
$52K 0.01%
4,000
FSTA icon
591
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.31B
$52K 0.01%
1,200
GOLF icon
592
Acushnet Holdings
GOLF
$4.84B
$52K 0.01%
1,242
INSM icon
593
Insmed
INSM
$37.3B
$52K 0.01%
2,624
+884
NHI icon
594
National Health Investors
NHI
$3.71B
$52K 0.01%
864
PEB icon
595
Pebblebrook Hotel Trust
PEB
$1.31B
$52K 0.01%
3,137
+483
CBRE icon
596
CBRE Group
CBRE
$48.1B
$51K 0.01%
695
+229
EIM
597
Eaton Vance Municipal Bond Fund
EIM
$501M
$51K 0.01%
4,760
EME icon
598
Emcor
EME
$27.4B
$51K 0.01%
497
GSLC icon
599
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
$51K 0.01%
684
-34
IEMG icon
600
iShares Core MSCI Emerging Markets ETF
IEMG
$116B
$51K 0.01%
1,050
-219