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
601
$67K 0.01%
566
-66
602
$67K 0.01%
697
603
$67K 0.01%
403
604
$67K 0.01%
883
+22
605
$66K 0.01%
406
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606
$66K 0.01%
2,412
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607
$66K 0.01%
1,522
+34
608
$66K 0.01%
145
-12
609
$66K 0.01%
376
610
$66K 0.01%
2,000
611
$66K 0.01%
750
-305
612
$65K 0.01%
1,841
-8
613
$65K 0.01%
921
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614
$65K 0.01%
836
615
$65K 0.01%
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616
$65K 0.01%
1,547
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617
$65K 0.01%
6,437
+300
618
$64K 0.01%
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$64K 0.01%
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620
$64K 0.01%
406
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621
$63K 0.01%
1,264
-36,724
622
$63K 0.01%
4,760
623
$63K 0.01%
1,779
624
$63K 0.01%
1,193
+23
625
$63K 0.01%
1,303
23 24
25
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