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
126
$993K 0.13%
11,558
-1,085
127
$992K 0.13%
5,961
-1,211
128
$979K 0.13%
4,064
-86
129
$955K 0.13%
4,343
-5,588
130
$941K 0.13%
3,294
+279
131
$941K 0.13%
4,803
+154
132
$921K 0.12%
4,800
-78
133
$904K 0.12%
4,619
+68
134
$900K 0.12%
40,715
+4,965
135
$898K 0.12%
2,276
+3
136
$885K 0.12%
4,039
137
$865K 0.12%
350,547
+40,107
138
$863K 0.12%
2,012
-43
139
$859K 0.11%
2,689
-192
140
$820K 0.11%
67,225
+8,757
141
$818K 0.11%
1,353
-354
142
$814K 0.11%
3,019
-33
143
$807K 0.11%
+14,776
144
$805K 0.11%
9,002
145
$801K 0.11%
8,459
-52
146
$798K 0.11%
8,471
-166
147
$792K 0.11%
5,401
-44
148
$790K 0.11%
2,693
+735
149
$790K 0.11%
13,591
-319
150
$780K 0.1%
6,797
-1,297
4 5
6
7 8