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
51
$3.76M 0.5%
63,615
+1,358
52
$3.46M 0.46%
51,592
+37,614
53
$3.45M 0.46%
13,249
+130
54
$3.44M 0.46%
12,671
+4,229
55
$3.3M 0.44%
15,971
-1,701
56
$3.25M 0.43%
72,536
+46,401
57
$3.19M 0.43%
18,188
+150
58
$3.18M 0.42%
27,661
+1
59
$3.17M 0.42%
18,750
+654
60
$3.17M 0.42%
16,322
+1,008
61
$2.99M 0.4%
17,253
+3,798
62
$2.98M 0.4%
47,503
+4,609
63
$2.96M 0.4%
26,542
+3,839
64
$2.96M 0.39%
8,260
-338
65
$2.93M 0.39%
48,812
+48,284
66
$2.93M 0.39%
9,677
-195
67
$2.76M 0.37%
44,698
-14,304
68
$2.72M 0.36%
5,606
-233
69
$2.65M 0.35%
6,790
-1,148
70
$2.47M 0.33%
6
71
$2.36M 0.31%
7,367
-265
72
$2.35M 0.31%
6,521
+2,800
73
$2.25M 0.3%
15,736
-1,817
74
$2.24M 0.3%
39,404
+1,171
75
$2.15M 0.29%
7,852
+883
1 2
3
4 5