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
626
$62K 0.01%
812
+26
627
$62K 0.01%
500
628
$62K 0.01%
+3,551
629
$62K 0.01%
460
-192
630
$61K 0.01%
385
+12
631
$61K 0.01%
4,000
632
$61K 0.01%
1,060
-126
633
$61K 0.01%
1,000
634
$61K 0.01%
2,714
635
$61K 0.01%
485
636
$61K 0.01%
1,849
637
$60K 0.01%
1,539
+67
638
$59K 0.01%
3,355
639
$59K 0.01%
3,100
640
$59K 0.01%
177
-111
641
$59K 0.01%
827
-392
642
$59K 0.01%
3,446
+1,044
643
$59K 0.01%
5,473
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644
$58K 0.01%
1,610
+1,058
645
$58K 0.01%
400
646
$58K 0.01%
241
647
$58K 0.01%
881
648
$58K 0.01%
583
+214
649
$58K 0.01%
2,431
+39
650
$57K 0.01%
1,052
+5
24 25
26
27 28