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
101
$1.48M 0.2%
34,300
-1,648
102
$1.46M 0.19%
11,619
+4,025
103
$1.43M 0.19%
25,825
+7,877
104
$1.41M 0.19%
14,478
-2,222
105
$1.4M 0.19%
55,840
-3,385
106
$1.37M 0.18%
42,908
-665
107
$1.34M 0.18%
8,942
+113
108
$1.33M 0.18%
59,713
-4,902
109
$1.31M 0.18%
76,774
-2,634
110
$1.3M 0.17%
13,237
-1,286
111
$1.3M 0.17%
15,836
112
$1.29M 0.17%
25,077
+6,539
113
$1.28M 0.17%
61,600
-840
114
$1.27M 0.17%
8,498
-447
115
$1.27M 0.17%
10,743
+155
116
$1.26M 0.17%
20,344
-960
117
$1.26M 0.17%
1,687
-62
118
$1.25M 0.17%
11,625
-1,600
119
$1.25M 0.17%
11,287
+199
120
$1.18M 0.16%
11,202
-1,002
121
$1.14M 0.15%
5,711
-140
122
$1.14M 0.15%
98,545
+3,742
123
$1.13M 0.15%
33,899
-1,816
124
$1.05M 0.14%
24,847
-200
125
$1.01M 0.14%
5,152
-859
3 4
5
6 7