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
1026
$14K ﹤0.01%
+1,000
1027
$14K ﹤0.01%
116
1028
$14K ﹤0.01%
138
1029
$14K ﹤0.01%
133
+42
1030
$14K ﹤0.01%
948
-892
1031
$14K ﹤0.01%
100
1032
$14K ﹤0.01%
+190
1033
$14K ﹤0.01%
503
1034
$14K ﹤0.01%
1,015
1035
$13K ﹤0.01%
67
1036
$13K ﹤0.01%
292
1037
$13K ﹤0.01%
+182
1038
$13K ﹤0.01%
130
1039
$13K ﹤0.01%
166
1040
$13K ﹤0.01%
709
+160
1041
$13K ﹤0.01%
156
1042
$13K ﹤0.01%
298
1043
$13K ﹤0.01%
213
-202
1044
$13K ﹤0.01%
+224
1045
$13K ﹤0.01%
346
-36
1046
$13K ﹤0.01%
332
1047
$13K ﹤0.01%
106
1048
$13K ﹤0.01%
156
-27
1049
$13K ﹤0.01%
147
1050
$13K ﹤0.01%
212
40 41
42
43 44