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
826
$32K ﹤0.01%
+1,364
827
$32K ﹤0.01%
2,862
-795
828
$32K ﹤0.01%
354
829
$32K ﹤0.01%
1,110
+151
830
$32K ﹤0.01%
590
+339
831
$32K ﹤0.01%
50
-21
832
$32K ﹤0.01%
963
+10
833
$32K ﹤0.01%
7,009
+78
834
$32K ﹤0.01%
3,005
-350
835
$31K ﹤0.01%
400
836
$31K ﹤0.01%
2,265
837
$31K ﹤0.01%
1,525
838
$31K ﹤0.01%
390
-40
839
$31K ﹤0.01%
5,342
-398
840
$31K ﹤0.01%
572
+7
841
$31K ﹤0.01%
396
842
$31K ﹤0.01%
305
843
$31K ﹤0.01%
821
-156
844
$31K ﹤0.01%
4,136
+370
845
$31K ﹤0.01%
562
846
$31K ﹤0.01%
600
847
$30K ﹤0.01%
+249
848
$30K ﹤0.01%
139
849
$30K ﹤0.01%
641
+368
850
$30K ﹤0.01%
488
-725
32 33
34
35 36