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
851
$30K ﹤0.01%
1,990
-249
852
$30K ﹤0.01%
1,205
-1,162
853
$30K ﹤0.01%
279
-150
854
$30K ﹤0.01%
1,236
855
$30K ﹤0.01%
357
-18
856
$30K ﹤0.01%
1,000
857
$30K ﹤0.01%
270
858
$30K ﹤0.01%
154
859
$29K ﹤0.01%
369
860
$29K ﹤0.01%
7,295
-7,723
861
$29K ﹤0.01%
297
-91
862
$29K ﹤0.01%
1,249
863
$29K ﹤0.01%
2,922
864
$29K ﹤0.01%
680
865
$29K ﹤0.01%
957
866
$29K ﹤0.01%
4,326
+73
867
$29K ﹤0.01%
494
-440
868
$28K ﹤0.01%
1,150
+54
869
$28K ﹤0.01%
251
870
$28K ﹤0.01%
392
-200
871
$28K ﹤0.01%
2,074
872
$28K ﹤0.01%
5,700
873
$28K ﹤0.01%
319
874
$28K ﹤0.01%
624
875
$28K ﹤0.01%
894
33 34
35
36 37