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
1501
$1K ﹤0.01%
+40
1502
$1K ﹤0.01%
50
1503
$1K ﹤0.01%
50
1504
$1K ﹤0.01%
25
1505
$1K ﹤0.01%
24
1506
$1K ﹤0.01%
50
1507
$1K ﹤0.01%
+110
1508
$1K ﹤0.01%
122
1509
$1K ﹤0.01%
1
1510
$1K ﹤0.01%
3
1511
$1K ﹤0.01%
10
-219
1512
$1K ﹤0.01%
500
-500
1513
$1K ﹤0.01%
42
1514
$1K ﹤0.01%
2
1515
$1K ﹤0.01%
+95
1516
$1K ﹤0.01%
+24
1517
$1K ﹤0.01%
132
1518
$1K ﹤0.01%
29
1519
$1K ﹤0.01%
1
1520
$1K ﹤0.01%
12
1521
$1K ﹤0.01%
21
1522
$1K ﹤0.01%
+3
1523
$1K ﹤0.01%
1
1524
$1K ﹤0.01%
27
1525
$1K ﹤0.01%
+5
59 60
61
62 63