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
576
$70K 0.01%
+500
577
$69K 0.01%
+418
578
$69K 0.01%
+787
579
$69K 0.01%
+631
580
$69K 0.01%
+1,002
581
$69K 0.01%
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$69K 0.01%
+2,750
583
$69K 0.01%
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584
$68K 0.01%
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585
$68K 0.01%
+1,723
586
$68K 0.01%
+331
587
$68K 0.01%
+2,038
588
$68K 0.01%
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589
$67K 0.01%
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590
$67K 0.01%
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591
$67K 0.01%
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592
$67K 0.01%
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593
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594
$66K 0.01%
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595
$65K 0.01%
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596
$65K 0.01%
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597
$65K 0.01%
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$64K 0.01%
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599
$64K 0.01%
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600
$64K 0.01%
+4,760