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
1051
$13K ﹤0.01%
428
1052
$13K ﹤0.01%
66
1053
$13K ﹤0.01%
143
1054
$13K ﹤0.01%
462
+117
1055
$12K ﹤0.01%
199
1056
$12K ﹤0.01%
1,848
1057
$12K ﹤0.01%
500
1058
$12K ﹤0.01%
246
1059
$12K ﹤0.01%
150
1060
$12K ﹤0.01%
925
1061
$12K ﹤0.01%
354
+12
1062
$12K ﹤0.01%
338
+35
1063
$12K ﹤0.01%
182
+24
1064
$12K ﹤0.01%
+150
1065
$12K ﹤0.01%
676
1066
$12K ﹤0.01%
110
1067
$12K ﹤0.01%
157
+35
1068
$12K ﹤0.01%
240
+1
1069
$12K ﹤0.01%
1,100
1070
$12K ﹤0.01%
53
1071
$12K ﹤0.01%
77
+47
1072
$12K ﹤0.01%
1,300
1073
$11K ﹤0.01%
+285
1074
$11K ﹤0.01%
237
1075
$11K ﹤0.01%
400
41 42
43
44 45