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
1026
$12K ﹤0.01%
500
1027
$12K ﹤0.01%
255
1028
$12K ﹤0.01%
573
-500
1029
$12K ﹤0.01%
775
1030
$12K ﹤0.01%
925
1031
$12K ﹤0.01%
250
1032
$12K ﹤0.01%
2,000
-30,777
1033
$12K ﹤0.01%
182
1034
$12K ﹤0.01%
19
-66
1035
$12K ﹤0.01%
55
+28
1036
$12K ﹤0.01%
401
1037
$12K ﹤0.01%
86
-71
1038
$12K ﹤0.01%
109
-29
1039
$12K ﹤0.01%
50
1040
$12K ﹤0.01%
219
1041
$12K ﹤0.01%
199
1042
$11K ﹤0.01%
440
-237
1043
$11K ﹤0.01%
1,848
1044
$11K ﹤0.01%
6
-5
1045
$11K ﹤0.01%
246
-100
1046
$11K ﹤0.01%
1,332
-1,000
1047
$11K ﹤0.01%
144
1048
$11K ﹤0.01%
+570
1049
$11K ﹤0.01%
166
-9
1050
$11K ﹤0.01%
500
40 41
42
43 44