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
1001
$14K ﹤0.01%
59
+6
1002
$14K ﹤0.01%
146
+69
1003
$14K ﹤0.01%
503
1004
$14K ﹤0.01%
+452
1005
$14K ﹤0.01%
333
-12
1006
$14K ﹤0.01%
131
-171
1007
$14K ﹤0.01%
+180
1008
$14K ﹤0.01%
130
+30
1009
$14K ﹤0.01%
166
1010
$14K ﹤0.01%
+616
1011
$14K ﹤0.01%
467
-400
1012
$14K ﹤0.01%
250
1013
$13K ﹤0.01%
2,134
1014
$13K ﹤0.01%
+709
1015
$13K ﹤0.01%
237
1016
$13K ﹤0.01%
400
1017
$13K ﹤0.01%
465
-259
1018
$13K ﹤0.01%
148
1019
$13K ﹤0.01%
312
1020
$13K ﹤0.01%
417
+200
1021
$13K ﹤0.01%
676
1022
$13K ﹤0.01%
2,090
1023
$13K ﹤0.01%
242
+2
1024
$13K ﹤0.01%
404
1025
$13K ﹤0.01%
1,300
39 40
41
42 43