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
1151
$7K ﹤0.01%
25
+12
1152
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217
1153
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1154
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1155
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1156
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1157
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-24
1158
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1159
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-19
1160
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370
+33
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71
-4
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1164
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+392
1165
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1166
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21
-718
1167
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402
1168
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40
1169
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1,000
1170
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1171
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315
-170
1172
$7K ﹤0.01%
91
+5
1173
$6K ﹤0.01%
300
1174
$6K ﹤0.01%
44
1175
$6K ﹤0.01%
+86
45 46
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48 49