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
951
$17K ﹤0.01%
784
952
$17K ﹤0.01%
159
953
$17K ﹤0.01%
+916
954
$17K ﹤0.01%
156
955
$17K ﹤0.01%
106
956
$17K ﹤0.01%
+506
957
$17K ﹤0.01%
25
958
$17K ﹤0.01%
229
+103
959
$17K ﹤0.01%
452
+426
960
$17K ﹤0.01%
258
961
$17K ﹤0.01%
50
962
$16K ﹤0.01%
116
963
$16K ﹤0.01%
747
+377
964
$16K ﹤0.01%
750
965
$16K ﹤0.01%
133
966
$16K ﹤0.01%
190
967
$16K ﹤0.01%
1,000
968
$16K ﹤0.01%
164
969
$16K ﹤0.01%
1,000
970
$16K ﹤0.01%
82
971
$16K ﹤0.01%
112
972
$16K ﹤0.01%
126
-2
973
$16K ﹤0.01%
202
-4,649
974
$16K ﹤0.01%
1,130
975
$16K ﹤0.01%
+1,004
37 38
39
40 41