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
$626M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,496
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$23.3M
3
+$14.9M
4
AMT icon
American Tower
AMT
+$11.5M
5
ABT icon
Abbott
ABT
+$10.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.19%
2 Healthcare 12.64%
3 Financials 11.62%
4 Consumer Discretionary 8.17%
5 Communication Services 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$188K 0.03%
+6,031
352
$187K 0.03%
+1,610
353
$183K 0.03%
+1,344
354
$182K 0.03%
+1,955
355
$181K 0.03%
+5,540
356
$181K 0.03%
+1,022
357
$181K 0.03%
+7,064
358
$180K 0.03%
+3,734
359
$179K 0.03%
+2,458
360
$178K 0.03%
+2,430
361
$178K 0.03%
+2,430
362
$178K 0.03%
+3,494
363
$175K 0.03%
+882
364
$174K 0.03%
+1,454
365
$173K 0.03%
+1,144
366
$171K 0.03%
+3,151
367
$169K 0.03%
+1,226
368
$168K 0.03%
+3,478
369
$167K 0.03%
+1,470
370
$167K 0.03%
+3,910
371
$167K 0.03%
+5,687
372
$166K 0.03%
+982
373
$165K 0.03%
+1,752
374
$165K 0.03%
+1,276
375
$164K 0.03%
+1,208
13 14
15
16 17