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
426
$128K 0.02%
+987
427
$127K 0.02%
+2,773
428
$127K 0.02%
+2,373
429
$126K 0.02%
+1,347
430
$126K 0.02%
+14,416
431
$126K 0.02%
+4,583
432
$125K 0.02%
+411
433
$125K 0.02%
+665
434
$125K 0.02%
+893
435
$124K 0.02%
+944
436
$124K 0.02%
+5,118
437
$124K 0.02%
+7,760
438
$122K 0.02%
+1,497
439
$122K 0.02%
+4,142
440
$122K 0.02%
+1,359
441
$121K 0.02%
+2,425
442
$121K 0.02%
+1,857
443
$121K 0.02%
+375
444
$120K 0.02%
+2,201
445
$120K 0.02%
+607
446
$120K 0.02%
+1,854
447
$119K 0.02%
+941
448
$118K 0.02%
+4,200
449
$117K 0.02%
+17,113
450
$117K 0.02%
+7,106
16 17
18
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