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
401
$143K 0.02%
+552
402
$141K 0.02%
+198
403
$139K 0.02%
+5,859
404
$138K 0.02%
+1,187
405
$137K 0.02%
+874
406
$137K 0.02%
+1,878
407
$137K 0.02%
+3,562
408
$136K 0.02%
+1,865
409
$135K 0.02%
+4,260
410
$135K 0.02%
+2,697
411
$135K 0.02%
+2,011
412
$134K 0.02%
+1,826
413
$134K 0.02%
+2,268
414
$133K 0.02%
+3,445
415
$133K 0.02%
+5,193
416
$132K 0.02%
+699
417
$132K 0.02%
+1,914
418
$132K 0.02%
+781
419
$131K 0.02%
+6,570
420
$131K 0.02%
+1,248
421
$131K 0.02%
+8,149
422
$131K 0.02%
+7,827
423
$129K 0.02%
+836
424
$129K 0.02%
+560
425
$129K 0.02%
+3,198
15 16
17
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