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
751
$40K 0.01%
1,054
+32
752
$40K 0.01%
222
753
$40K 0.01%
247
754
$40K 0.01%
233
755
$40K 0.01%
1,484
756
$40K 0.01%
503
+21
757
$40K 0.01%
+1,082
758
$40K 0.01%
1,252
+6
759
$40K 0.01%
271
-25
760
$39K 0.01%
771
761
$39K 0.01%
+330
762
$39K 0.01%
+500
763
$39K 0.01%
250
-30
764
$39K 0.01%
644
765
$39K 0.01%
464
-120
766
$39K 0.01%
2,267
+35
767
$38K 0.01%
630
-22
768
$38K 0.01%
220
769
$38K 0.01%
267
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770
$38K 0.01%
253
-14
771
$38K 0.01%
+1,545
772
$38K 0.01%
1,207
+259
773
$38K 0.01%
302
774
$37K ﹤0.01%
132
775
$37K ﹤0.01%
3,488
+71
29 30
31
32 33