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
826
$30K ﹤0.01%
200
-800
827
$30K ﹤0.01%
4,381
+55
828
$29K ﹤0.01%
5,342
829
$29K ﹤0.01%
241
-56
830
$29K ﹤0.01%
470
831
$29K ﹤0.01%
381
832
$29K ﹤0.01%
1,762
-274
833
$28K ﹤0.01%
232
834
$28K ﹤0.01%
302
835
$28K ﹤0.01%
176
-27
836
$28K ﹤0.01%
366
837
$28K ﹤0.01%
395
838
$28K ﹤0.01%
1,400
839
$28K ﹤0.01%
124
840
$28K ﹤0.01%
+2,290
841
$28K ﹤0.01%
1,816
-1,576
842
$28K ﹤0.01%
496
-166
843
$28K ﹤0.01%
1,300
-1,000
844
$28K ﹤0.01%
300
845
$27K ﹤0.01%
+1,218
846
$27K ﹤0.01%
1,609
847
$27K ﹤0.01%
630
848
$27K ﹤0.01%
848
-124
849
$27K ﹤0.01%
621
-24,456
850
$27K ﹤0.01%
383
-179
32 33
34
35 36