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
801
$34K ﹤0.01%
1,524
+47
802
$34K ﹤0.01%
972
+52
803
$34K ﹤0.01%
129
804
$34K ﹤0.01%
750
-39
805
$34K ﹤0.01%
159
+60
806
$34K ﹤0.01%
469
807
$34K ﹤0.01%
322
+30
808
$34K ﹤0.01%
83
-10
809
$34K ﹤0.01%
100
810
$33K ﹤0.01%
280
811
$33K ﹤0.01%
349
+2
812
$33K ﹤0.01%
+575
813
$33K ﹤0.01%
82
814
$33K ﹤0.01%
330
815
$33K ﹤0.01%
1,240
+6
816
$33K ﹤0.01%
515
+8
817
$33K ﹤0.01%
302
-8
818
$33K ﹤0.01%
777
+33
819
$33K ﹤0.01%
662
820
$33K ﹤0.01%
320
+94
821
$33K ﹤0.01%
1,759
+25
822
$32K ﹤0.01%
905
823
$32K ﹤0.01%
+195
824
$32K ﹤0.01%
796
+723
825
$32K ﹤0.01%
277
31 32
33
34 35