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
551
$76K 0.01%
+1,219
552
$76K 0.01%
+982
553
$76K 0.01%
+439
554
$76K 0.01%
+2,349
555
$76K 0.01%
+5,513
556
$75K 0.01%
+1,613
557
$75K 0.01%
+887
558
$74K 0.01%
+2,718
559
$74K 0.01%
+3,680
560
$74K 0.01%
+17,487
561
$73K 0.01%
+482
562
$73K 0.01%
+376
563
$73K 0.01%
+422
564
$72K 0.01%
+337
565
$72K 0.01%
+1,829
566
$71K 0.01%
+417
567
$71K 0.01%
+1,265
568
$71K 0.01%
+768
569
$71K 0.01%
+1,428
570
$71K 0.01%
+350
571
$70K 0.01%
+3,619
572
$70K 0.01%
+1,112
573
$70K 0.01%
+445
574
$70K 0.01%
+6,987
575
$70K 0.01%
+1,168
21 22
23
24 25