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
901
$25K ﹤0.01%
246
-10
902
$25K ﹤0.01%
366
903
$25K ﹤0.01%
395
-348
904
$24K ﹤0.01%
93
-39
905
$24K ﹤0.01%
725
906
$24K ﹤0.01%
61
907
$24K ﹤0.01%
280
+30
908
$24K ﹤0.01%
630
-81
909
$24K ﹤0.01%
4,748
910
$24K ﹤0.01%
867
+400
911
$24K ﹤0.01%
506
+1
912
$24K ﹤0.01%
350
913
$24K ﹤0.01%
525
914
$23K ﹤0.01%
493
915
$23K ﹤0.01%
480
-54
916
$23K ﹤0.01%
298
917
$23K ﹤0.01%
1,302
918
$23K ﹤0.01%
230
919
$23K ﹤0.01%
1,100
920
$23K ﹤0.01%
33
921
$23K ﹤0.01%
77
-3
922
$23K ﹤0.01%
429
-337
923
$22K ﹤0.01%
339
-23
924
$22K ﹤0.01%
585
925
$22K ﹤0.01%
2,463
35 36
37
38 39