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
1126
$8K ﹤0.01%
308
1127
$8K ﹤0.01%
11
1128
$8K ﹤0.01%
847
1129
$8K ﹤0.01%
375
1130
$8K ﹤0.01%
207
1131
$8K ﹤0.01%
157
-156
1132
$8K ﹤0.01%
135
1133
$8K ﹤0.01%
100
-70
1134
$8K ﹤0.01%
1,200
1135
$8K ﹤0.01%
87
1136
$8K ﹤0.01%
116
1137
$8K ﹤0.01%
156
1138
$8K ﹤0.01%
124
+79
1139
$8K ﹤0.01%
1,100
+1,000
1140
$8K ﹤0.01%
119
1141
$8K ﹤0.01%
606
+207
1142
$8K ﹤0.01%
400
1143
$8K ﹤0.01%
24
+8
1144
$8K ﹤0.01%
99
-8
1145
$8K ﹤0.01%
52
1146
$7K ﹤0.01%
1,000
-800
1147
$7K ﹤0.01%
1,067
1148
$7K ﹤0.01%
200
1149
$7K ﹤0.01%
109
1150
$7K ﹤0.01%
63
44 45
46
47 48