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
1101
$10K ﹤0.01%
430
1102
$9K ﹤0.01%
219
1103
$9K ﹤0.01%
74
-144
1104
$9K ﹤0.01%
660
1105
$9K ﹤0.01%
511
1106
$9K ﹤0.01%
86
+1
1107
$9K ﹤0.01%
207
1108
$9K ﹤0.01%
113
+35
1109
$9K ﹤0.01%
85
1110
$9K ﹤0.01%
246
1111
$9K ﹤0.01%
166
1112
$9K ﹤0.01%
245
1113
$9K ﹤0.01%
207
-34
1114
$9K ﹤0.01%
275
1115
$9K ﹤0.01%
404
1116
$9K ﹤0.01%
60
1117
$9K ﹤0.01%
175
1118
$9K ﹤0.01%
66
-465
1119
$9K ﹤0.01%
277
1120
$9K ﹤0.01%
88
1121
$9K ﹤0.01%
257
1122
$8K ﹤0.01%
80
1123
$8K ﹤0.01%
100
+50
1124
$8K ﹤0.01%
186
1125
$8K ﹤0.01%
338
43 44
45
46 47