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
1076
$9K ﹤0.01%
140
-300
1077
$9K ﹤0.01%
60
-68
1078
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79
-7
1079
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847
1080
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185
-22
1081
$9K ﹤0.01%
142
-71
1082
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687
1083
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166
1084
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119
1085
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46
-113
1086
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50
-9
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$9K ﹤0.01%
40
1088
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96
-3
1089
$9K ﹤0.01%
480
-155
1090
$8K ﹤0.01%
1,200
+200
1091
$8K ﹤0.01%
1,067
1092
$8K ﹤0.01%
218
1093
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338
1094
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285
1095
$8K ﹤0.01%
73
-163
1096
$8K ﹤0.01%
113
-140
1097
$8K ﹤0.01%
671
1098
$8K ﹤0.01%
119
-60
1099
$8K ﹤0.01%
196
-545
1100
$8K ﹤0.01%
106
-290
42 43
44
45 46