FF
FourThought Financial Portfolio holdings
AUM
$677M
1-Year Return
12.7%
This Quarter Return
-0.6%
1 Year Return
-12.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$749M
AUM Growth
+$1.2M
(+0.16%)
Cap. Flow
+$9.19M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
22.34%
Holding
1,613
New
79
Increased
366
Reduced
432
Closed
59
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.59M |
| 2 |
AstraZeneca
AZN
|
+$2.9M |
| 3 |
VF Corp
VFC
|
+$2.52M |
| 4 |
Uber
UBER
|
+$2.08M |
| 5 |
Xcel Energy
XEL
|
+$2.07M |
Top Sells
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
+$3.32M |
| 2 |
Nike
NKE
|
+$2.74M |
| 3 |
AT&T
T
|
+$2.01M |
| 4 |
Emergent Biosolutions
EBS
|
+$1.83M |
| 5 |
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 | 7% |
