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
1051
$11K ﹤0.01%
325
1052
$11K ﹤0.01%
135
+35
1053
$11K ﹤0.01%
430
1054
$11K ﹤0.01%
42
1055
$10K ﹤0.01%
186
1056
$10K ﹤0.01%
308
1057
$10K ﹤0.01%
660
1058
$10K ﹤0.01%
172
-204
1059
$10K ﹤0.01%
130
-150
1060
$10K ﹤0.01%
125
-173
1061
$10K ﹤0.01%
263
-642
1062
$10K ﹤0.01%
90
+2
1063
$10K ﹤0.01%
156
1064
$10K ﹤0.01%
1,300
+200
1065
$10K ﹤0.01%
245
1066
$10K ﹤0.01%
1,100
1067
$10K ﹤0.01%
587
-101
1068
$10K ﹤0.01%
60
1069
$10K ﹤0.01%
105
-38
1070
$10K ﹤0.01%
678
-270
1071
$10K ﹤0.01%
175
1072
$10K ﹤0.01%
2,728
-4,281
1073
$10K ﹤0.01%
52
1074
$10K ﹤0.01%
151
1075
$10K ﹤0.01%
375
41 42
43
44 45