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
76
$2.1M 0.28%
97,080
-1,045
77
$2.09M 0.28%
9,862
-1,208
78
$2.08M 0.28%
29,589
+2,484
79
$1.98M 0.26%
13,365
+3,507
80
$1.95M 0.26%
1,162
+334
81
$1.95M 0.26%
82,271
+7,998
82
$1.92M 0.26%
263,458
-12,737
83
$1.82M 0.24%
10,482
+112
84
$1.81M 0.24%
18,507
+840
85
$1.74M 0.23%
14,214
86
$1.71M 0.23%
5,169
-1,464
87
$1.71M 0.23%
13,443
88
$1.63M 0.22%
2,850
-422
89
$1.62M 0.22%
63,278
-3,731
90
$1.6M 0.21%
10,243
+2,892
91
$1.59M 0.21%
5,841
+57
92
$1.55M 0.21%
22,396
+3,073
93
$1.55M 0.21%
8,774
-2,208
94
$1.53M 0.2%
3,814
95
$1.52M 0.2%
6,661
-189
96
$1.51M 0.2%
90,823
-6,393
97
$1.5M 0.2%
25,472
-613
98
$1.49M 0.2%
6,064
+1,881
99
$1.48M 0.2%
72,781
-5,109
100
$1.48M 0.2%
6,657
-37
2 3
4
5 6