FF
FourThought Financial Portfolio holdings
AUM
$677M
1-Year Return
12.7%
This Quarter Return
+12.96%
1 Year Return
-12.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$626M
AUM Growth
–
Cap. Flow
+$626M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.88%
Holding
1,496
New
1,496
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$31.3M |
| 2 |
Microsoft
MSFT
|
+$23.3M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$14.9M |
| 4 |
American Tower
AMT
|
+$11.5M |
| 5 |
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% |
