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
701
$49K 0.01%
3,690
702
$49K 0.01%
371
+311
703
$48K 0.01%
250
-22
704
$48K 0.01%
650
+483
705
$48K 0.01%
114
706
$47K 0.01%
250
707
$47K 0.01%
416
708
$47K 0.01%
3,387
709
$47K 0.01%
1,095
-23
710
$47K 0.01%
2,300
711
$47K 0.01%
+1,139
712
$47K 0.01%
485
713
$47K 0.01%
92
714
$46K 0.01%
440
+1
715
$46K 0.01%
692
+24
716
$46K 0.01%
864
717
$45K 0.01%
234
718
$45K 0.01%
+2,245
719
$45K 0.01%
2,219
+33
720
$45K 0.01%
177
721
$45K 0.01%
2,640
-42
722
$45K 0.01%
73
723
$45K 0.01%
835
724
$44K 0.01%
410
-1,357
725
$44K 0.01%
358
+338
27 28
29
30 31