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
626
$58K 0.01%
+1,535
627
$58K 0.01%
+1,718
628
$58K 0.01%
+525
629
$58K 0.01%
+277
630
$58K 0.01%
+4,000
631
$58K 0.01%
+5,700
632
$58K 0.01%
+234
633
$57K 0.01%
+2,586
634
$57K 0.01%
+3,931
635
$57K 0.01%
+3,100
636
$57K 0.01%
+1,495
637
$57K 0.01%
+795
638
$56K 0.01%
+5,355
639
$56K 0.01%
+648
640
$56K 0.01%
+407
641
$56K 0.01%
+126
642
$55K 0.01%
+1,673
643
$55K 0.01%
+485
644
$54K 0.01%
+244
645
$54K 0.01%
+908
646
$54K 0.01%
+3,719
647
$53K 0.01%
+453
648
$53K 0.01%
+997
649
$52K 0.01%
+3,355
650
$52K 0.01%
+2,550
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