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
176
$598K 0.08%
6,725
-2,898
177
$595K 0.08%
66,690
+25,453
178
$588K 0.08%
14,779
+698
179
$588K 0.08%
6,863
+2,975
180
$582K 0.08%
43,564
+30,692
181
$581K 0.08%
7,691
+440
182
$577K 0.08%
4,586
+657
183
$576K 0.08%
945
+121
184
$576K 0.08%
12,010
+1,094
185
$574K 0.08%
8,578
+973
186
$574K 0.08%
19,401
-1,519
187
$571K 0.08%
1,453
-1
188
$570K 0.08%
8,047
-1,105
189
$567K 0.08%
7,259
190
$560K 0.07%
13,830
-2,810
191
$538K 0.07%
8,691
-1,665
192
$537K 0.07%
2,243
-3
193
$533K 0.07%
5,795
-820
194
$533K 0.07%
1,238
-1,099
195
$523K 0.07%
33,077
-341
196
$518K 0.07%
12,067
+3,655
197
$517K 0.07%
908
-10
198
$514K 0.07%
9,770
+5
199
$503K 0.07%
2,527
-361
200
$499K 0.07%
1,893
-33
6 7
8
9 10