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
726
$40K 0.01%
2,000
727
$40K 0.01%
192
-30
728
$40K 0.01%
500
729
$40K 0.01%
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730
$40K 0.01%
644
731
$40K 0.01%
929
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732
$40K 0.01%
503
733
$40K 0.01%
91
-121
734
$39K ﹤0.01%
822
-251
735
$39K ﹤0.01%
220
736
$39K ﹤0.01%
341
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737
$39K ﹤0.01%
578
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738
$39K ﹤0.01%
534
739
$39K ﹤0.01%
1,428
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740
$39K ﹤0.01%
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741
$39K ﹤0.01%
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742
$39K ﹤0.01%
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743
$39K ﹤0.01%
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$39K ﹤0.01%
5,846
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745
$38K ﹤0.01%
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746
$38K ﹤0.01%
243
747
$38K ﹤0.01%
1,498
748
$38K ﹤0.01%
233
749
$38K ﹤0.01%
1,207
750
$38K ﹤0.01%
+314
28 29
30
31 32