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
451
$117K 0.02%
+3,317
452
$115K 0.02%
+2,457
453
$115K 0.02%
+295
454
$115K 0.02%
+1,440
455
$113K 0.02%
+3,162
456
$111K 0.02%
+4,295
457
$110K 0.02%
+1,252
458
$110K 0.02%
+534
459
$110K 0.02%
+566
460
$110K 0.02%
+448
461
$109K 0.02%
+3,500
462
$108K 0.02%
+555
463
$108K 0.02%
+2,697
464
$107K 0.02%
+1,500
465
$107K 0.02%
+4,681
466
$106K 0.02%
+858
467
$106K 0.02%
+1,476
468
$106K 0.02%
+1,338
469
$105K 0.02%
+1,064
470
$105K 0.02%
+2,444
471
$105K 0.02%
+11,821
472
$104K 0.02%
+8,467
473
$104K 0.02%
+12,348
474
$103K 0.02%
+2,155
475
$102K 0.02%
+1,694
17 18
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