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
51
$3.68M 0.46%
14,899
-1,072
52
$3.66M 0.46%
23,118
-1,196
53
$3.59M 0.45%
18,565
+1,312
54
$3.57M 0.45%
57,199
-6,416
55
$3.5M 0.44%
13,753
+1,082
56
$3.5M 0.44%
24,160
-7,180
57
$3.27M 0.41%
78,075
+5,539
58
$3.19M 0.4%
17,522
-666
59
$3.16M 0.4%
26,289
-253
60
$3.13M 0.39%
53,808
+4,996
61
$3.1M 0.39%
27,169
-492
62
$3.09M 0.39%
7,763
-497
63
$2.91M 0.37%
21,469
+9,844
64
$2.87M 0.36%
5,710
-1,080
65
$2.85M 0.36%
8,428
-1,249
66
$2.81M 0.35%
43,857
-841
67
$2.71M 0.34%
6,546
-821
68
$2.7M 0.34%
6
69
$2.68M 0.34%
14,230
+981
70
$2.6M 0.33%
5,273
-333
71
$2.56M 0.32%
102,522
+20,251
72
$2.48M 0.31%
72,225
+29,317
73
$2.47M 0.31%
8,069
+217
74
$2.39M 0.3%
15,439
-3,311
75
$2.38M 0.3%
14,115
+2,496
1 2
3
4 5