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
851
$27K ﹤0.01%
597
-637
852
$27K ﹤0.01%
920
-190
853
$27K ﹤0.01%
118
-36
854
$27K ﹤0.01%
255
855
$26K ﹤0.01%
1,275
856
$26K ﹤0.01%
585
857
$26K ﹤0.01%
228
+212
858
$26K ﹤0.01%
279
859
$26K ﹤0.01%
1,240
860
$26K ﹤0.01%
724
+494
861
$26K ﹤0.01%
1,000
862
$26K ﹤0.01%
1,759
863
$26K ﹤0.01%
230
864
$26K ﹤0.01%
1,100
865
$26K ﹤0.01%
594
866
$25K ﹤0.01%
725
867
$25K ﹤0.01%
448
-11
868
$25K ﹤0.01%
1,575
869
$25K ﹤0.01%
+250
870
$25K ﹤0.01%
330
+11
871
$25K ﹤0.01%
274
872
$25K ﹤0.01%
508
+2
873
$25K ﹤0.01%
155
874
$25K ﹤0.01%
322
875
$25K ﹤0.01%
367
33 34
35
36 37