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
1226
$5K ﹤0.01%
107
1227
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88
1228
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56
1229
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21
1230
$4K ﹤0.01%
25
1231
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81
1232
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24
-43
1233
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35
-45
1234
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1235
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277
1236
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94
1237
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1238
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25
1239
$4K ﹤0.01%
369
1240
$4K ﹤0.01%
100
1241
$4K ﹤0.01%
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1242
$4K ﹤0.01%
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1243
$4K ﹤0.01%
602
1244
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1245
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1246
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90
1247
$4K ﹤0.01%
100
1248
$4K ﹤0.01%
+394
1249
$4K ﹤0.01%
107
1250
$4K ﹤0.01%
125
-441
48 49
50
51 52