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
1276
$4K ﹤0.01%
+207
1277
$4K ﹤0.01%
100
1278
$4K ﹤0.01%
109
1279
$3K ﹤0.01%
68
1280
$3K ﹤0.01%
+76
1281
$3K ﹤0.01%
145
1282
$3K ﹤0.01%
131
1283
$3K ﹤0.01%
109
1284
$3K ﹤0.01%
319
1285
$3K ﹤0.01%
106
1286
$3K ﹤0.01%
178
1287
$3K ﹤0.01%
81
1288
$3K ﹤0.01%
260
1289
$3K ﹤0.01%
21
-22
1290
$3K ﹤0.01%
55
1291
$3K ﹤0.01%
146
-1,716
1292
$3K ﹤0.01%
50
1293
$3K ﹤0.01%
84
-2,216
1294
$3K ﹤0.01%
100
1295
$3K ﹤0.01%
+36
1296
$3K ﹤0.01%
128
1297
$3K ﹤0.01%
170
1298
$3K ﹤0.01%
28
1299
$3K ﹤0.01%
140
1300
$3K ﹤0.01%
33
-3
50 51
52
53 54