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
676
$47K 0.01%
+461
677
$47K 0.01%
+178
678
$47K 0.01%
+497
679
$47K 0.01%
+279
680
$47K 0.01%
+1,779
681
$47K 0.01%
+107
682
$47K 0.01%
+174
683
$46K 0.01%
+912
684
$46K 0.01%
+36,100
685
$45K 0.01%
+1,981
686
$45K 0.01%
+400
687
$45K 0.01%
+73
688
$45K 0.01%
+323
689
$44K 0.01%
+239
690
$44K 0.01%
+1,186
691
$44K 0.01%
+836
692
$43K 0.01%
+3,809
693
$43K 0.01%
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694
$43K 0.01%
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695
$42K 0.01%
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696
$42K 0.01%
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697
$42K 0.01%
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698
$42K 0.01%
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699
$42K 0.01%
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700
$42K 0.01%
+498