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
1451
$1K ﹤0.01%
500
1452
$1K ﹤0.01%
42
1453
$1K ﹤0.01%
95
1454
$1K ﹤0.01%
306
-1,811
1455
$1K ﹤0.01%
49
1456
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24
1457
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132
1458
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17
-35
1459
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10
-11
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27
1461
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47
1462
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6
1463
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217
1464
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24
1465
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19
1466
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91
-15
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28
1468
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43
1470
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+24
1471
$1K ﹤0.01%
150
-100
1472
$1K ﹤0.01%
43
1473
– –
-109
1474
– –
-364
1475
– –
-314
57 58
59
60 61