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
526
$84K 0.01%
+948
527
$84K 0.01%
+2,520
528
$83K 0.01%
+229
529
$83K 0.01%
+860
530
$83K 0.01%
+1,473
531
$83K 0.01%
+582
532
$83K 0.01%
+507
533
$83K 0.01%
+4,782
534
$82K 0.01%
+3,895
535
$81K 0.01%
+628
536
$81K 0.01%
+1,067
537
$81K 0.01%
+532
538
$80K 0.01%
+664
539
$80K 0.01%
+1,301
540
$80K 0.01%
+2,952
541
$79K 0.01%
+801
542
$78K 0.01%
+2,010
543
$78K 0.01%
+199
544
$78K 0.01%
+6,426
545
$77K 0.01%
+3,174
546
$77K 0.01%
+1,529
547
$77K 0.01%
+1,454
548
$77K 0.01%
+2,284
549
$77K 0.01%
+1,916
550
$77K 0.01%
+3,165
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