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
1176
$6K ﹤0.01%
264
1177
$6K ﹤0.01%
26
1178
$6K ﹤0.01%
+100
1179
$6K ﹤0.01%
57
1180
$6K ﹤0.01%
120
1181
$6K ﹤0.01%
138
-69
1182
$5K ﹤0.01%
89
1183
$5K ﹤0.01%
68
1184
$5K ﹤0.01%
50
+10
1185
$5K ﹤0.01%
+112
1186
$5K ﹤0.01%
70
-2,360
1187
$5K ﹤0.01%
211
1188
$5K ﹤0.01%
70
-176
1189
$5K ﹤0.01%
44
-96
1190
$5K ﹤0.01%
30
-9
1191
$5K ﹤0.01%
100
1192
$5K ﹤0.01%
35
-9
1193
$5K ﹤0.01%
121
1194
$5K ﹤0.01%
51
-105
1195
$5K ﹤0.01%
52
-61
1196
$5K ﹤0.01%
100
1197
$5K ﹤0.01%
381
1198
$5K ﹤0.01%
100
-16
1199
$5K ﹤0.01%
176
-6,704
1200
$5K ﹤0.01%
+18
46 47
48
49 50