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
1076
$11K ﹤0.01%
148
1077
$11K ﹤0.01%
179
-119
1078
$11K ﹤0.01%
151
+59
1079
$11K ﹤0.01%
687
+41
1080
$11K ﹤0.01%
144
1081
$11K ﹤0.01%
44
1082
$11K ﹤0.01%
230
-116
1083
$11K ﹤0.01%
175
1084
$11K ﹤0.01%
500
1085
$11K ﹤0.01%
401
-1,000
1086
$11K ﹤0.01%
325
1087
$11K ﹤0.01%
269
1088
$11K ﹤0.01%
+50
1089
$11K ﹤0.01%
1,000
1090
$11K ﹤0.01%
+125
1091
$10K ﹤0.01%
134
1092
$10K ﹤0.01%
255
1093
$10K ﹤0.01%
671
1094
$10K ﹤0.01%
312
+150
1095
$10K ﹤0.01%
250
-250
1096
$10K ﹤0.01%
71
-6
1097
$10K ﹤0.01%
166
1098
$10K ﹤0.01%
2,090
1099
$10K ﹤0.01%
59
1100
$10K ﹤0.01%
688
-320
42 43
44
45 46