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
201
$498K 0.07%
10,943
-1,533
202
$490K 0.07%
8,390
-2,440
203
$487K 0.07%
5,151
-951
204
$487K 0.07%
16,555
-23,695
205
$484K 0.06%
1,467
-25
206
$479K 0.06%
5,865
+89
207
$479K 0.06%
16,601
+711
208
$473K 0.06%
1,612
-96
209
$471K 0.06%
21,968
-4,272
210
$469K 0.06%
23,409
-1,251
211
$462K 0.06%
2,327
-169
212
$461K 0.06%
5,161
-431
213
$461K 0.06%
2,729
-134
214
$459K 0.06%
26,260
-37
215
$459K 0.06%
10,508
+1,593
216
$456K 0.06%
2,190
-2
217
$445K 0.06%
1,862
-195
218
$442K 0.06%
7,985
-2,213
219
$436K 0.06%
8,314
+1,454
220
$431K 0.06%
1,543
-134
221
$429K 0.06%
2,596
+52
222
$428K 0.06%
30,915
+3,302
223
$427K 0.06%
5,940
+287
224
$425K 0.06%
2,170
-90
225
$422K 0.06%
7,315
-10,755
7 8
9
10 11