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
976
$18K ﹤0.01%
1,200
977
$18K ﹤0.01%
339
978
$17K ﹤0.01%
600
979
$17K ﹤0.01%
775
+74
980
$17K ﹤0.01%
200
981
$17K ﹤0.01%
67
982
$17K ﹤0.01%
223
-14
983
$17K ﹤0.01%
444
984
$17K ﹤0.01%
363
985
$17K ﹤0.01%
318
986
$17K ﹤0.01%
1,260
987
$17K ﹤0.01%
1,000
988
$17K ﹤0.01%
13
989
$17K ﹤0.01%
164
-5
990
$17K ﹤0.01%
179
991
$16K ﹤0.01%
194
992
$16K ﹤0.01%
+50
993
$16K ﹤0.01%
+305
994
$16K ﹤0.01%
128
-17
995
$16K ﹤0.01%
750
996
$16K ﹤0.01%
275
-74
997
$16K ﹤0.01%
128
998
$16K ﹤0.01%
113
999
$16K ﹤0.01%
142
1000
$15K ﹤0.01%
677
-25
38 39
40
41 42