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
926
$20K ﹤0.01%
100
-339
927
$20K ﹤0.01%
1,502
928
$20K ﹤0.01%
657
929
$20K ﹤0.01%
401
930
$19K ﹤0.01%
319
-136
931
$19K ﹤0.01%
1,000
932
$19K ﹤0.01%
194
933
$19K ﹤0.01%
297
934
$19K ﹤0.01%
363
935
$19K ﹤0.01%
466
936
$18K ﹤0.01%
248
-91
937
$18K ﹤0.01%
1,200
938
$18K ﹤0.01%
146
-68
939
$18K ﹤0.01%
391
-1,097
940
$18K ﹤0.01%
436
+54
941
$18K ﹤0.01%
777
942
$18K ﹤0.01%
305
943
$18K ﹤0.01%
147
944
$18K ﹤0.01%
275
945
$18K ﹤0.01%
339
946
$18K ﹤0.01%
25
-8
947
$18K ﹤0.01%
1,260
948
$18K ﹤0.01%
179
949
$17K ﹤0.01%
505
-132
950
$17K ﹤0.01%
142
36 37
38
39 40