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
1201
$5K ﹤0.01%
51
-105
1202
$5K ﹤0.01%
52
-61
1203
$5K ﹤0.01%
100
1204
$5K ﹤0.01%
381
1205
$5K ﹤0.01%
145
-193
1206
$5K ﹤0.01%
124
1207
$5K ﹤0.01%
75
1208
$5K ﹤0.01%
26
1209
$5K ﹤0.01%
15
-10
1210
$5K ﹤0.01%
100
-16
1211
$5K ﹤0.01%
176
-6,704
1212
$5K ﹤0.01%
+18
1213
$5K ﹤0.01%
42
-48
1214
$5K ﹤0.01%
62
1215
$5K ﹤0.01%
173
1216
$5K ﹤0.01%
417
-80
1217
$5K ﹤0.01%
171
1218
$5K ﹤0.01%
138
1219
$5K ﹤0.01%
+44
1220
$5K ﹤0.01%
+45
1221
$5K ﹤0.01%
15
1222
$5K ﹤0.01%
+400
1223
$5K ﹤0.01%
345
+235
1224
$5K ﹤0.01%
109
1225
$5K ﹤0.01%
275
47 48
49
50 51