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
776
$37K ﹤0.01%
+420
777
$37K ﹤0.01%
2,330
778
$37K ﹤0.01%
430
779
$37K ﹤0.01%
752
780
$37K ﹤0.01%
1,964
781
$37K ﹤0.01%
1,812
+26
782
$37K ﹤0.01%
242
783
$37K ﹤0.01%
1,154
+65
784
$37K ﹤0.01%
720
+120
785
$36K ﹤0.01%
1,613
+92
786
$36K ﹤0.01%
1,500
787
$36K ﹤0.01%
361
-750
788
$36K ﹤0.01%
3,752
-3,114
789
$36K ﹤0.01%
336
-295
790
$35K ﹤0.01%
+534
791
$35K ﹤0.01%
926
-45
792
$35K ﹤0.01%
+348
793
$35K ﹤0.01%
172
-23
794
$35K ﹤0.01%
123
-20
795
$35K ﹤0.01%
758
-90
796
$34K ﹤0.01%
227
+120
797
$34K ﹤0.01%
900
798
$34K ﹤0.01%
724
-241
799
$34K ﹤0.01%
654
800
$34K ﹤0.01%
901
-637
30 31
32
33 34