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
701
$43K 0.01%
+445
702
$43K 0.01%
452
+185
703
$43K 0.01%
420
704
$43K 0.01%
1,434
-378
705
$43K 0.01%
242
706
$43K 0.01%
1,236
707
$43K 0.01%
717
708
$42K 0.01%
926
709
$42K 0.01%
713
-50
710
$42K 0.01%
1,252
711
$42K 0.01%
722
-49
712
$42K 0.01%
1,500
713
$41K 0.01%
4,671
-311
714
$41K 0.01%
111
-59
715
$41K 0.01%
397
-13
716
$41K 0.01%
817
-278
717
$41K 0.01%
330
718
$41K 0.01%
1,054
719
$41K 0.01%
913
-341
720
$41K 0.01%
240
-10
721
$41K 0.01%
400
722
$41K 0.01%
130
-32
723
$41K 0.01%
430
724
$41K 0.01%
546
-79
725
$40K 0.01%
488
27 28
29
30 31