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
1201
$6K ﹤0.01%
97
-30
1202
$6K ﹤0.01%
100
1203
$6K ﹤0.01%
186
1204
$6K ﹤0.01%
+2,117
1205
$6K ﹤0.01%
56
1206
$6K ﹤0.01%
145
-104
1207
$6K ﹤0.01%
109
-522
1208
$5K ﹤0.01%
110
-18
1209
$5K ﹤0.01%
211
1210
$5K ﹤0.01%
286
1211
$5K ﹤0.01%
100
1212
$5K ﹤0.01%
39
1213
$5K ﹤0.01%
38
1214
$5K ﹤0.01%
+116
1215
$5K ﹤0.01%
100
1216
$5K ﹤0.01%
540
-212
1217
$5K ﹤0.01%
133
+67
1218
$5K ﹤0.01%
264
1219
$5K ﹤0.01%
100
1220
$5K ﹤0.01%
381
1221
$5K ﹤0.01%
497
-16
1222
$5K ﹤0.01%
107
1223
$5K ﹤0.01%
138
-4
1224
$5K ﹤0.01%
50
1225
$5K ﹤0.01%
79
47 48
49
50 51