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%
387
1227
$5K ﹤0.01%
202
1228
$5K ﹤0.01%
107
1229
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88
1230
$4K ﹤0.01%
113
1231
$4K ﹤0.01%
25
1232
$4K ﹤0.01%
369
1233
$4K ﹤0.01%
100
1234
$4K ﹤0.01%
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1235
$4K ﹤0.01%
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1236
$4K ﹤0.01%
602
1237
$4K ﹤0.01%
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1238
$4K ﹤0.01%
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1239
$4K ﹤0.01%
25
1240
$4K ﹤0.01%
90
1241
$4K ﹤0.01%
100
1242
$4K ﹤0.01%
+394
1243
$4K ﹤0.01%
107
1244
$4K ﹤0.01%
125
-441
1245
$4K ﹤0.01%
33
1246
$4K ﹤0.01%
72
1247
$4K ﹤0.01%
226
1248
$4K ﹤0.01%
72
-18
1249
$4K ﹤0.01%
113
1250
$4K ﹤0.01%
76
+18
48 49
50
51 52