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
1101
$8K ﹤0.01%
+200
1102
$8K ﹤0.01%
86
1103
$8K ﹤0.01%
63
1104
$8K ﹤0.01%
207
1105
$8K ﹤0.01%
211
-690
1106
$8K ﹤0.01%
157
1107
$8K ﹤0.01%
135
1108
$8K ﹤0.01%
495
-445
1109
$8K ﹤0.01%
125
+25
1110
$8K ﹤0.01%
73
-12
1111
$8K ﹤0.01%
1,200
1112
$8K ﹤0.01%
121
1113
$8K ﹤0.01%
1,337
+1,037
1114
$8K ﹤0.01%
198
-230
1115
$8K ﹤0.01%
246
1116
$8K ﹤0.01%
104
1117
$8K ﹤0.01%
154
1118
$8K ﹤0.01%
290
-26
1119
$8K ﹤0.01%
71
1120
$8K ﹤0.01%
606
1121
$8K ﹤0.01%
108
+1
1122
$8K ﹤0.01%
98
-125
1123
$8K ﹤0.01%
74
1124
$8K ﹤0.01%
186
1125
$8K ﹤0.01%
400
43 44
45
46 47