FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$28.4M
2
+$22.5M
3
+$14.5M
4
AMT icon
American Tower
AMT
+$11.9M
5
ABT icon
Abbott
ABT
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.19%
2 Healthcare 12.64%
3 Financials 11.8%
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%
+787
578
$69K 0.01%
+418
579
$69K 0.01%
+631
580
$69K 0.01%
+1,002
581
$69K 0.01%
+548
582
$69K 0.01%
+2,750
583
$69K 0.01%
+1,318
584
$68K 0.01%
+1,723
585
$68K 0.01%
+744
586
$68K 0.01%
+717
587
$68K 0.01%
+331
588
$68K 0.01%
+2,038
589
$67K 0.01%
+1,188
590
$67K 0.01%
+2,707
591
$67K 0.01%
+973
592
$67K 0.01%
+1,547
593
$66K 0.01%
+2,835
594
$66K 0.01%
+2,609
595
$65K 0.01%
+871
596
$65K 0.01%
+1,326
597
$65K 0.01%
+319
598
$64K 0.01%
+259
599
$64K 0.01%
+941
600
$64K 0.01%
+6,763
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