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
976
$16K ﹤0.01%
1,744
+21
977
$15K ﹤0.01%
123
+121
978
$15K ﹤0.01%
265
979
$15K ﹤0.01%
356
+2
980
$15K ﹤0.01%
475
981
$15K ﹤0.01%
224
982
$15K ﹤0.01%
2,346
983
$15K ﹤0.01%
1,000
984
$15K ﹤0.01%
+61
985
$15K ﹤0.01%
212
986
$15K ﹤0.01%
600
987
$15K ﹤0.01%
695
988
$15K ﹤0.01%
303
+34
989
$15K ﹤0.01%
306
-83
990
$15K ﹤0.01%
583
991
$15K ﹤0.01%
300
992
$14K ﹤0.01%
357
-112
993
$14K ﹤0.01%
150
994
$14K ﹤0.01%
105
-77
995
$14K ﹤0.01%
298
996
$14K ﹤0.01%
40
-4
997
$14K ﹤0.01%
166
998
$14K ﹤0.01%
150
999
$14K ﹤0.01%
464
+1
1000
$14K ﹤0.01%
462
38 39
40
41 42