FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.91%
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
1001
$15K ﹤0.01%
160
1002
$15K ﹤0.01%
784
1003
$15K ﹤0.01%
300
+15
1004
$15K ﹤0.01%
+258
1005
$15K ﹤0.01%
2,346
1006
$15K ﹤0.01%
940
1007
$15K ﹤0.01%
1,723
+20
1008
$15K ﹤0.01%
65
-5
1009
$15K ﹤0.01%
375
1010
$15K ﹤0.01%
600
1011
$15K ﹤0.01%
250
1012
$15K ﹤0.01%
635
1013
$15K ﹤0.01%
42
1014
$15K ﹤0.01%
345
-246
1015
$15K ﹤0.01%
300
1016
$15K ﹤0.01%
1,077
1017
$14K ﹤0.01%
126
+100
1018
$14K ﹤0.01%
382
1019
$14K ﹤0.01%
475
1020
$14K ﹤0.01%
82
1021
$14K ﹤0.01%
159
1022
$14K ﹤0.01%
25
1023
$14K ﹤0.01%
265
1024
$14K ﹤0.01%
140
1025
$14K ﹤0.01%
112
39 40
41
42 43