FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.91%
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%
28
1402
$1K ﹤0.01%
15
1403
$1K ﹤0.01%
17
1404
$1K ﹤0.01%
43
1405
$1K ﹤0.01%
25
1406
$1K ﹤0.01%
31
-1,720
1407
$1K ﹤0.01%
125
1408
$1K ﹤0.01%
20
1409
$1K ﹤0.01%
54
1410
$1K ﹤0.01%
100
1411
$1K ﹤0.01%
75
1412
$1K ﹤0.01%
79
1413
$1K ﹤0.01%
3,000
1414
$1K ﹤0.01%
30
1415
$1K ﹤0.01%
19
1416
$1K ﹤0.01%
88
-119
1417
$1K ﹤0.01%
42
1418
$1K ﹤0.01%
12
1419
$1K ﹤0.01%
28
1420
$1K ﹤0.01%
26
-99
1421
$1K ﹤0.01%
33
1422
$1K ﹤0.01%
237
1423
$1K ﹤0.01%
10
1424
$1K ﹤0.01%
13
1425
$1K ﹤0.01%
6
55 56
57
58 59