FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.91%
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
1551
– –
-50
1552
– –
-123
1553
– –
-71
1554
– –
-11
1555
– –
-3,889
1556
– –
-5,000
1557
– –
-21
1558
– –
-297
1559
– –
-11
1560
– –
-38
1561
– –
-1,568
1562
– –
-120
1563
– –
-1,004
1564
– –
-4
1565
– –
-1,201
1566
– –
-7
1567
– –
-151
1568
– –
-423
1569
– –
-273
1570
– –
-24
1571
– –
-214
1572
– –
-400
1573
– –
-6
1574
– –
-329
1575
– –
-220
60 61 62
63
64