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
876
$27K ﹤0.01%
+1,275
877
$27K ﹤0.01%
741
878
$27K ﹤0.01%
838
-30
879
$27K ﹤0.01%
203
+19
880
$26K ﹤0.01%
1,073
-100
881
$26K ﹤0.01%
455
882
$26K ﹤0.01%
+470
883
$26K ﹤0.01%
400
884
$26K ﹤0.01%
447
+50
885
$26K ﹤0.01%
274
886
$26K ﹤0.01%
300
887
$26K ﹤0.01%
318
888
$26K ﹤0.01%
381
889
$26K ﹤0.01%
1,055
+52
890
$26K ﹤0.01%
594
891
$25K ﹤0.01%
214
-55
892
$25K ﹤0.01%
376
+98
893
$25K ﹤0.01%
232
-41
894
$25K ﹤0.01%
459
+21
895
$25K ﹤0.01%
1,400
896
$25K ﹤0.01%
1,609
897
$25K ﹤0.01%
1,575
898
$25K ﹤0.01%
255
899
$25K ﹤0.01%
1,000
900
$25K ﹤0.01%
157
+106
34 35
36
37 38