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
1376
$2K ﹤0.01%
31
-7
1377
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50
1378
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17
1379
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50
+23
1380
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250
1381
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105
1382
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100
+61
1383
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37
1384
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35
1385
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76
1386
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64
1387
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100
1388
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+16
1389
$2K ﹤0.01%
100
1390
$2K ﹤0.01%
200
1391
$2K ﹤0.01%
134
1392
$1K ﹤0.01%
31
-1,720
1393
$1K ﹤0.01%
125
1394
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20
1395
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54
1396
$1K ﹤0.01%
100
1397
$1K ﹤0.01%
75
1398
$1K ﹤0.01%
79
1399
$1K ﹤0.01%
3,000
1400
$1K ﹤0.01%
30
54 55
56
57 58