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
726
$44K 0.01%
829
727
$44K 0.01%
162
728
$44K 0.01%
763
-1,310
729
$44K 0.01%
625
-62
730
$43K 0.01%
375
-93
731
$43K 0.01%
2,419
-2,081
732
$43K 0.01%
+719
733
$43K 0.01%
320
-20
734
$43K 0.01%
717
735
$43K 0.01%
+291
736
$43K 0.01%
2,492
+90
737
$43K 0.01%
1,879
-401
738
$42K 0.01%
243
+25
739
$42K 0.01%
419
740
$42K 0.01%
1,551
+22
741
$42K 0.01%
6,663
-8,499
742
$41K 0.01%
1,779
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$41K 0.01%
88
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744
$41K 0.01%
355
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745
$41K 0.01%
400
746
$41K 0.01%
657
747
$41K 0.01%
209
748
$40K 0.01%
360
749
$40K 0.01%
1,498
750
$40K 0.01%
2,000
28 29
30
31 32