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
776
$35K ﹤0.01%
349
777
$35K ﹤0.01%
400
778
$35K ﹤0.01%
777
779
$35K ﹤0.01%
3,634
-118
780
$35K ﹤0.01%
1,364
781
$35K ﹤0.01%
678
+88
782
$35K ﹤0.01%
1,315
-232
783
$35K ﹤0.01%
5,473
784
$34K ﹤0.01%
728
-30
785
$34K ﹤0.01%
509
-543
786
$34K ﹤0.01%
577
-115
787
$34K ﹤0.01%
330
788
$34K ﹤0.01%
357
789
$34K ﹤0.01%
1,525
790
$34K ﹤0.01%
624
791
$33K ﹤0.01%
369
792
$33K ﹤0.01%
1,613
793
$33K ﹤0.01%
222
-5
794
$33K ﹤0.01%
305
795
$33K ﹤0.01%
392
796
$33K ﹤0.01%
680
797
$33K ﹤0.01%
1,095
-59
798
$33K ﹤0.01%
2,862
799
$33K ﹤0.01%
270
800
$33K ﹤0.01%
232
-92
30 31
32
33 34