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
501
$92K 0.01%
+995
502
$92K 0.01%
+1,518
503
$91K 0.01%
+600
504
$91K 0.01%
+5,284
505
$91K 0.01%
+687
506
$91K 0.01%
+610
507
$90K 0.01%
+2,500
508
$90K 0.01%
+2,500
509
$90K 0.01%
+1,669
510
$89K 0.01%
+1,025
511
$89K 0.01%
+208
512
$87K 0.01%
+3,177
513
$87K 0.01%
+925
514
$87K 0.01%
+200
515
$86K 0.01%
+3,227
516
$86K 0.01%
+364
517
$86K 0.01%
+1,282
518
$86K 0.01%
+2,882
519
$86K 0.01%
+990
520
$85K 0.01%
+4,014
521
$85K 0.01%
+1,525
522
$85K 0.01%
+3,371
523
$84K 0.01%
+3,085
524
$84K 0.01%
+488
525
$84K 0.01%
+4,425
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