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
1226
$5K ﹤0.01%
100
1227
$5K ﹤0.01%
107
1228
$5K ﹤0.01%
41
-13
1229
$5K ﹤0.01%
139
1230
$5K ﹤0.01%
387
-89
1231
$5K ﹤0.01%
549
1232
$5K ﹤0.01%
202
1233
$4K ﹤0.01%
89
1234
$4K ﹤0.01%
123
1235
$4K ﹤0.01%
81
1236
$4K ﹤0.01%
86
-32
1237
$4K ﹤0.01%
+40
1238
$4K ﹤0.01%
277
1239
$4K ﹤0.01%
100
1240
$4K ﹤0.01%
200
1241
$4K ﹤0.01%
35
-8
1242
$4K ﹤0.01%
176
1243
$4K ﹤0.01%
+30
1244
$4K ﹤0.01%
67
1245
$4K ﹤0.01%
602
1246
$4K ﹤0.01%
121
1247
$4K ﹤0.01%
120
1248
$4K ﹤0.01%
240
1249
$4K ﹤0.01%
124
-2,132
1250
$4K ﹤0.01%
75
48 49
50
51 52