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
1401
$1K ﹤0.01%
6
1402
$1K ﹤0.01%
5
1403
$1K ﹤0.01%
36
1404
$1K ﹤0.01%
117
1405
$1K ﹤0.01%
+34
1406
$1K ﹤0.01%
10
-28
1407
$1K ﹤0.01%
43
1408
$1K ﹤0.01%
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1409
$1K ﹤0.01%
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1410
$1K ﹤0.01%
17
1411
$1K ﹤0.01%
3
1412
$1K ﹤0.01%
+8
1413
$1K ﹤0.01%
49
1414
$1K ﹤0.01%
43
1415
$1K ﹤0.01%
19
1416
$1K ﹤0.01%
94
1417
$1K ﹤0.01%
33
1418
$1K ﹤0.01%
100
1419
$1K ﹤0.01%
25
1420
$1K ﹤0.01%
35
1421
$1K ﹤0.01%
34
-14
1422
$1K ﹤0.01%
36
1423
$1K ﹤0.01%
13
1424
$1K ﹤0.01%
5
1425
$1K ﹤0.01%
7
55 56
57
58 59