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
1301
$3K ﹤0.01%
60
1302
$3K ﹤0.01%
56
1303
$3K ﹤0.01%
300
1304
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15
1305
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25
1306
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124
1307
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31
-433
1308
$3K ﹤0.01%
119
-29
1309
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25
1310
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174
1311
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59
1312
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98
1313
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220
-46
1314
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206
1315
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400
1316
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167
1317
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1318
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1319
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113
1320
$3K ﹤0.01%
25
1321
$3K ﹤0.01%
369
1322
$3K ﹤0.01%
25
1323
$3K ﹤0.01%
90
1324
$2K ﹤0.01%
755
1325
$2K ﹤0.01%
63
51 52
53
54 55