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
1476
$1K ﹤0.01%
50
1477
$1K ﹤0.01%
22
-36
1478
$1K ﹤0.01%
3
1479
$1K ﹤0.01%
13
1480
$1K ﹤0.01%
15
-5,459
1481
$1K ﹤0.01%
200
+100
1482
$1K ﹤0.01%
426
1483
$1K ﹤0.01%
2
1484
$1K ﹤0.01%
52
1485
$1K ﹤0.01%
10
1486
$1K ﹤0.01%
300
-3,023
1487
$1K ﹤0.01%
113
1488
$1K ﹤0.01%
22
1489
$1K ﹤0.01%
104
1490
$1K ﹤0.01%
6
1491
$1K ﹤0.01%
110
1492
$1K ﹤0.01%
100
1493
$1K ﹤0.01%
19
1494
$1K ﹤0.01%
110
1495
$1K ﹤0.01%
3
1496
$1K ﹤0.01%
5
1497
$1K ﹤0.01%
13
1498
$1K ﹤0.01%
13
1499
$1K ﹤0.01%
22
1500
$1K ﹤0.01%
60
58 59
60
61 62