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
601
$64K 0.01%
+1,214
602
$64K 0.01%
+3,000
603
$64K 0.01%
+3,732
604
$64K 0.01%
+1,000
605
$64K 0.01%
+4,760
606
$63K 0.01%
+437
607
$63K 0.01%
+1,835
608
$63K 0.01%
+1,286
609
$63K 0.01%
+2,224
610
$62K 0.01%
+825
611
$62K 0.01%
+6,602
612
$61K 0.01%
+532
613
$61K 0.01%
+317
614
$61K 0.01%
+314
615
$61K 0.01%
+792
616
$61K 0.01%
+1,884
617
$60K 0.01%
+3,972
618
$60K 0.01%
+1,009
619
$60K 0.01%
+599
620
$60K 0.01%
+441
621
$60K 0.01%
+2,428
622
$60K 0.01%
+1,518
623
$59K 0.01%
+482
624
$59K 0.01%
+433
625
$59K 0.01%
+1,041
23 24
25
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