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
676
$48K 0.01%
829
677
$48K 0.01%
3,529
-359
678
$48K 0.01%
1,834
-800
679
$47K 0.01%
498
-252
680
$47K 0.01%
179
-62
681
$47K 0.01%
290
+78
682
$47K 0.01%
2,667
683
$46K 0.01%
2,419
684
$46K 0.01%
730
-125
685
$46K 0.01%
3,198
-4,466
686
$46K 0.01%
1,267
-3,375
687
$46K 0.01%
2,246
-246
688
$46K 0.01%
375
689
$45K 0.01%
752
690
$45K 0.01%
835
691
$45K 0.01%
1,019
-466
692
$45K 0.01%
209
693
$44K 0.01%
262
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694
$44K 0.01%
334
-52
695
$44K 0.01%
360
696
$44K 0.01%
650
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697
$44K 0.01%
1,148
-93
698
$44K 0.01%
100
699
$44K 0.01%
598
-285
700
$43K 0.01%
169
+46
26 27
28
29 30