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
801
$32K ﹤0.01%
195
802
$32K ﹤0.01%
3,488
803
$32K ﹤0.01%
185
-68
804
$32K ﹤0.01%
275
-2
805
$32K ﹤0.01%
238
-82
806
$31K ﹤0.01%
128
-4
807
$31K ﹤0.01%
788
-33
808
$31K ﹤0.01%
641
809
$31K ﹤0.01%
+209
810
$31K ﹤0.01%
1,249
811
$31K ﹤0.01%
766
-30
812
$31K ﹤0.01%
2,074
813
$31K ﹤0.01%
2,922
814
$31K ﹤0.01%
784
-9,724
815
$31K ﹤0.01%
2,032
+42
816
$31K ﹤0.01%
226
-20
817
$31K ﹤0.01%
1,055
818
$30K ﹤0.01%
429
819
$30K ﹤0.01%
390
820
$30K ﹤0.01%
1,524
821
$30K ﹤0.01%
600
822
$30K ﹤0.01%
838
823
$30K ﹤0.01%
359
-484
824
$30K ﹤0.01%
+939
825
$30K ﹤0.01%
122
-50
31 32
33
34 35