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
676
$53K 0.01%
2,390
+99
677
$53K 0.01%
458
+15
678
$52K 0.01%
1,073
+16
679
$52K 0.01%
2,124
+150
680
$52K 0.01%
1,133
-129
681
$52K 0.01%
855
682
$52K 0.01%
1,409
+17
683
$52K 0.01%
1,121
+370
684
$52K 0.01%
1,234
685
$52K 0.01%
3,888
-278
686
$52K 0.01%
5,285
+20
687
$51K 0.01%
386
-30
688
$51K 0.01%
5,269
-3,539
689
$51K 0.01%
757
+305
690
$51K 0.01%
498
691
$51K 0.01%
85
692
$51K 0.01%
3,392
693
$50K 0.01%
170
-13
694
$50K 0.01%
866
-180
695
$50K 0.01%
1,750
696
$50K 0.01%
212
+8
697
$50K 0.01%
364
-36
698
$49K 0.01%
1,051
+63
699
$49K 0.01%
612
700
$49K 0.01%
441
+160
26 27
28
29 30