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
$795M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.55M
3
+$1.71M
4
XEL icon
Xcel Energy
XEL
+$1.64M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Top Sells

1
+$5.33M
2
+$5M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$2.45M
5
INTU icon
Intuit
INTU
+$1.21M

Sector Composition

1 Technology 25.49%
2 Healthcare 11.52%
3 Financials 11.25%
4 Consumer Discretionary 8.38%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$1K ﹤0.01%
104
1427
$1K ﹤0.01%
110
1428
$1K ﹤0.01%
73
-97
1429
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155
1430
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19
1431
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110
1432
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13
1433
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60
1434
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+100
1435
$1K ﹤0.01%
181
1436
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15
-10
1437
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+5
1438
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500
1439
$1K ﹤0.01%
42
1440
$1K ﹤0.01%
95
1441
$1K ﹤0.01%
306
-1,811
1442
$1K ﹤0.01%
49
1443
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24
1444
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132
1445
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17
-35
1446
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10
-11
1447
$1K ﹤0.01%
27
1448
$1K ﹤0.01%
47
1449
$1K ﹤0.01%
6
1450
$1K ﹤0.01%
217
56 57
58
59 60