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
$795M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,624
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.55M
3
+$1.71M
4
XEL icon
Xcel Energy
XEL
+$1.64M
5
ABBV icon
AbbVie
ABBV
+$1.33M

Top Sells

1
+$5.33M
2
+$5M
3
+$2.52M
4
AAPL icon
Apple
AAPL
+$2.45M
5
INTU icon
Intuit
INTU
+$1.21M

Sector Composition

1 Technology 25.49%
2 Healthcare 11.52%
3 Financials 11.25%
4 Consumer Discretionary 8.38%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$596K 0.07%
17,100
-2,301
177
$592K 0.07%
1,240
+2
178
$577K 0.07%
2,320
-207
179
$570K 0.07%
2,831
-1,512
180
$565K 0.07%
7,865
-525
181
$563K 0.07%
4,868
-330
182
$563K 0.07%
5,436
-359
183
$554K 0.07%
9,167
-630
184
$553K 0.07%
9,770
185
$551K 0.07%
1,851
-11
186
$544K 0.07%
11,405
-2,425
187
$535K 0.07%
17,755
+12,102
188
$533K 0.07%
13,650
-1,129
189
$532K 0.07%
16,035
-17,864
190
$531K 0.07%
16,279
-322
191
$527K 0.07%
2,146
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192
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22,289
-1,120
193
$526K 0.07%
+11,116
194
$525K 0.07%
7,473
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195
$525K 0.07%
1,516
-96
196
$522K 0.07%
8,823
+509
197
$516K 0.06%
7,166
+1,053
198
$516K 0.06%
5,677
-188
199
$516K 0.06%
6,426
+486
200
$514K 0.06%
11,056
-1,011
6 7
8
9 10