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
876
$25K ﹤0.01%
4,748
877
$25K ﹤0.01%
87
-5
878
$24K ﹤0.01%
829
-222
879
$24K ﹤0.01%
493
880
$24K ﹤0.01%
1,765
-500
881
$24K ﹤0.01%
75
882
$24K ﹤0.01%
+400
883
$24K ﹤0.01%
250
884
$24K ﹤0.01%
601
885
$24K ﹤0.01%
264
-90
886
$24K ﹤0.01%
330
887
$24K ﹤0.01%
515
888
$23K ﹤0.01%
348
-146
889
$23K ﹤0.01%
1,150
890
$23K ﹤0.01%
105
-7
891
$23K ﹤0.01%
93
892
$23K ﹤0.01%
379
-966
893
$23K ﹤0.01%
402
-78
894
$23K ﹤0.01%
242
-9
895
$23K ﹤0.01%
3,459
-677
896
$23K ﹤0.01%
300
897
$23K ﹤0.01%
309
-91
898
$23K ﹤0.01%
100
899
$22K ﹤0.01%
182
-98
900
$22K ﹤0.01%
330
34 35
36
37 38