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
1251
$4K ﹤0.01%
33
1252
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32
-30
1253
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56
1254
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275
1255
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17
-57
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79
1257
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124
1258
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775
1259
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25
1260
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174
1261
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59
1262
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98
1263
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125
1264
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221
+1
1265
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459
1266
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81
1267
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24
-43
1268
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35
-45
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1270
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1271
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94
1272
$4K ﹤0.01%
100
1273
$3K ﹤0.01%
50
1274
$3K ﹤0.01%
50
1275
$3K ﹤0.01%
31
49 50
51
52 53