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
651
$57K 0.01%
686
-81
652
$57K 0.01%
324
-3
653
$57K 0.01%
1,597
654
$56K 0.01%
1,110
+420
655
$56K 0.01%
1,300
656
$56K 0.01%
4,717
+3,164
657
$56K 0.01%
2,036
+17
658
$56K 0.01%
2,634
-275
659
$55K 0.01%
209
-8
660
$55K 0.01%
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661
$55K 0.01%
437
662
$55K 0.01%
332
663
$55K 0.01%
1,254
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664
$55K 0.01%
410
665
$55K 0.01%
1,000
666
$54K 0.01%
+3,544
667
$54K 0.01%
615
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668
$54K 0.01%
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669
$54K 0.01%
+1,241
670
$54K 0.01%
1,150
671
$54K 0.01%
2,000
672
$54K 0.01%
2,667
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673
$54K 0.01%
5,118
+180
674
$53K 0.01%
4,982
+53
675
$53K 0.01%
400
25 26
27
28 29