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
901
$22K ﹤0.01%
2,463
902
$22K ﹤0.01%
260
903
$22K ﹤0.01%
500
904
$22K ﹤0.01%
+1,303
905
$22K ﹤0.01%
2,159
+1,589
906
$22K ﹤0.01%
1,302
907
$22K ﹤0.01%
318
908
$22K ﹤0.01%
2,102
-903
909
$21K ﹤0.01%
430
+356
910
$21K ﹤0.01%
1,156
911
$21K ﹤0.01%
552
-1,058
912
$21K ﹤0.01%
1,205
913
$21K ﹤0.01%
50
914
$21K ﹤0.01%
1,355
+2
915
$21K ﹤0.01%
156
-33
916
$21K ﹤0.01%
450
+75
917
$21K ﹤0.01%
+200
918
$21K ﹤0.01%
444
919
$21K ﹤0.01%
863
-1,016
920
$21K ﹤0.01%
387
921
$20K ﹤0.01%
600
922
$20K ﹤0.01%
6,393
-902
923
$20K ﹤0.01%
300
924
$20K ﹤0.01%
49
-34
925
$20K ﹤0.01%
+122
35 36
37
38 39