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
926
$22K ﹤0.01%
92
+25
927
$22K ﹤0.01%
500
928
$22K ﹤0.01%
250
929
$22K ﹤0.01%
1,000
930
$22K ﹤0.01%
255
931
$21K ﹤0.01%
112
932
$21K ﹤0.01%
637
-20,786
933
$21K ﹤0.01%
236
934
$21K ﹤0.01%
182
-69
935
$21K ﹤0.01%
1,130
+49
936
$21K ﹤0.01%
300
937
$21K ﹤0.01%
189
-59
938
$21K ﹤0.01%
566
-704
939
$21K ﹤0.01%
330
-30
940
$21K ﹤0.01%
100
+25
941
$21K ﹤0.01%
245
+9
942
$21K ﹤0.01%
367
943
$20K ﹤0.01%
354
944
$20K ﹤0.01%
161
945
$20K ﹤0.01%
330
946
$20K ﹤0.01%
124
947
$20K ﹤0.01%
+260
948
$20K ﹤0.01%
2,332
949
$20K ﹤0.01%
695
+13
950
$20K ﹤0.01%
+601
36 37
38
39 40