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
601
$64K 0.01%
2,431
602
$63K 0.01%
209
603
$63K 0.01%
278
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604
$63K 0.01%
497
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605
$63K 0.01%
1,150
606
$63K 0.01%
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607
$62K 0.01%
572
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608
$62K 0.01%
460
609
$62K 0.01%
1,049
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610
$62K 0.01%
836
611
$62K 0.01%
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612
$61K 0.01%
827
613
$60K 0.01%
1,539
614
$60K 0.01%
2,000
615
$60K 0.01%
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-209
616
$60K 0.01%
2,686
-7,000
617
$59K 0.01%
786
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618
$59K 0.01%
2,210
619
$59K 0.01%
302
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620
$58K 0.01%
3,100
621
$58K 0.01%
1,300
622
$58K 0.01%
335
-130
623
$58K 0.01%
+261
624
$58K 0.01%
1,597
625
$57K 0.01%
2,000
23 24
25
26 27