FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.91%
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
1276
$4K ﹤0.01%
+207
1277
$4K ﹤0.01%
100
1278
$4K ﹤0.01%
109
1279
$3K ﹤0.01%
68
1280
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+76
1281
$3K ﹤0.01%
106
1282
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178
1283
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81
1284
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260
1285
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119
-29
1286
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25
1287
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220
-46
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206
1289
$3K ﹤0.01%
167
1290
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94
1291
$3K ﹤0.01%
105
1292
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145
1293
$3K ﹤0.01%
+36
1294
$3K ﹤0.01%
174
1295
$3K ﹤0.01%
59
1296
$3K ﹤0.01%
98
1297
$3K ﹤0.01%
113
1298
$3K ﹤0.01%
25
1299
$3K ﹤0.01%
369
1300
$3K ﹤0.01%
131
50 51
52
53 54