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
951
$20K ﹤0.01%
155
+17
952
$20K ﹤0.01%
100
953
$20K ﹤0.01%
657
954
$20K ﹤0.01%
75
955
$19K ﹤0.01%
11
956
$19K ﹤0.01%
1,156
957
$19K ﹤0.01%
253
958
$19K ﹤0.01%
777
959
$19K ﹤0.01%
1,353
+2
960
$19K ﹤0.01%
74
961
$19K ﹤0.01%
+1,502
962
$19K ﹤0.01%
387
963
$19K ﹤0.01%
466
964
$19K ﹤0.01%
249
-24
965
$19K ﹤0.01%
401
966
$18K ﹤0.01%
469
967
$18K ﹤0.01%
1,000
968
$18K ﹤0.01%
+297
969
$18K ﹤0.01%
106
970
$18K ﹤0.01%
463
+1
971
$18K ﹤0.01%
+353
972
$18K ﹤0.01%
96
973
$18K ﹤0.01%
+400
974
$18K ﹤0.01%
389
975
$18K ﹤0.01%
+2,134
37 38
39
40 41