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
1126
$8K ﹤0.01%
24
1127
$8K ﹤0.01%
89
1128
$8K ﹤0.01%
96
1129
$8K ﹤0.01%
764
-251
1130
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18
-43
1131
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11
1132
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326
+40
1133
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1134
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1135
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1136
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800
1137
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1138
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1139
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107
1140
$7K ﹤0.01%
500
1141
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1142
$7K ﹤0.01%
69
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1143
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1144
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1145
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402
1146
$7K ﹤0.01%
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1147
$7K ﹤0.01%
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1148
$7K ﹤0.01%
300
1149
$7K ﹤0.01%
+300
1150
$7K ﹤0.01%
143
44 45
46
47 48