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
1526
$1K ﹤0.01%
36
-12
1527
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47
1528
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18
1529
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36
1530
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6
1531
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1
1532
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122
1533
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12
1534
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217
1535
$1K ﹤0.01%
3
1536
$1K ﹤0.01%
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1537
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1538
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10
1539
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106
-20
1540
$1K ﹤0.01%
2
1541
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28
1542
$1K ﹤0.01%
15
1543
$1K ﹤0.01%
43
1544
$1K ﹤0.01%
25
1545
– –
-54
1546
– –
-151
1547
– –
-4
1548
– –
-1,201
1549
– –
-7
1550
– –
-151
60 61
62
63 64