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
751
$38K ﹤0.01%
336
752
$38K ﹤0.01%
469
753
$38K ﹤0.01%
60
-13
754
$38K ﹤0.01%
81
-33
755
$37K ﹤0.01%
196
-54
756
$37K ﹤0.01%
2,330
757
$37K ﹤0.01%
1,964
758
$37K ﹤0.01%
8,273
+2,988
759
$37K ﹤0.01%
311
-60
760
$37K ﹤0.01%
129
761
$37K ﹤0.01%
445
-632
762
$37K ﹤0.01%
320
763
$37K ﹤0.01%
234
764
$37K ﹤0.01%
458
765
$37K ﹤0.01%
4,684
-434
766
$36K ﹤0.01%
309
-541
767
$36K ﹤0.01%
575
768
$36K ﹤0.01%
1,893
-231
769
$36K ﹤0.01%
+951
770
$36K ﹤0.01%
388
-76
771
$36K ﹤0.01%
318
772
$36K ﹤0.01%
957
773
$36K ﹤0.01%
60
-32
774
$35K ﹤0.01%
349
775
$35K ﹤0.01%
400
29 30
31
32 33