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
1326
$2K ﹤0.01%
31
1327
$2K ﹤0.01%
+50
1328
$2K ﹤0.01%
16
-26
1329
$2K ﹤0.01%
65
1330
$2K ﹤0.01%
56
1331
$2K ﹤0.01%
26
1332
$2K ﹤0.01%
223
1333
$2K ﹤0.01%
60
1334
$2K ﹤0.01%
57
1335
$2K ﹤0.01%
19
-8
1336
$2K ﹤0.01%
11
1337
$2K ﹤0.01%
132
1338
$2K ﹤0.01%
42
1339
$2K ﹤0.01%
36
-10
1340
$2K ﹤0.01%
110
1341
$2K ﹤0.01%
53
1342
$2K ﹤0.01%
33
1343
$2K ﹤0.01%
61
1344
$2K ﹤0.01%
63
1345
$2K ﹤0.01%
45
1346
$2K ﹤0.01%
28
-360
1347
$2K ﹤0.01%
+3
1348
$2K ﹤0.01%
71
1349
$2K ﹤0.01%
71
1350
$2K ﹤0.01%
100
52 53
54
55 56