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
651
$52K 0.01%
650
652
$51K 0.01%
5,044
-225
653
$51K 0.01%
1,447
+337
654
$51K 0.01%
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655
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416
656
$51K 0.01%
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657
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600
-57
658
$51K 0.01%
485
659
$51K 0.01%
3,387
660
$51K 0.01%
2,357
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661
$51K 0.01%
442
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662
$51K 0.01%
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663
$50K 0.01%
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$50K 0.01%
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665
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$50K 0.01%
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668
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669
$50K 0.01%
2,640
670
$50K 0.01%
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671
$49K 0.01%
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672
$49K 0.01%
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673
$49K 0.01%
+1,364
674
$49K 0.01%
3,447
+1
675
$48K 0.01%
1,341
-427
25 26
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