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
476
$102K 0.02%
+1,610
477
$101K 0.02%
+2,198
478
$101K 0.02%
+3,311
479
$101K 0.02%
+2,873
480
$100K 0.02%
+583
481
$100K 0.02%
+1,386
482
$100K 0.02%
+1,388
483
$100K 0.02%
+3,378
484
$99K 0.02%
+800
485
$97K 0.02%
+1,477
486
$96K 0.02%
+3,511
487
$96K 0.02%
+632
488
$96K 0.02%
+1,354
489
$95K 0.02%
+2,530
490
$95K 0.02%
+1,006
491
$95K 0.02%
+583
492
$95K 0.02%
+367
493
$95K 0.02%
+5,120
494
$95K 0.02%
+4,452
495
$94K 0.02%
+2,539
496
$94K 0.02%
+3,360
497
$93K 0.01%
+975
498
$93K 0.01%
+1,909
499
$92K 0.01%
+659
500
$92K 0.01%
+1,323
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