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
51
$3.02M 0.48%
+16,698
52
$2.93M 0.47%
+47,196
53
$2.79M 0.45%
+10,198
54
$2.77M 0.44%
+39,690
55
$2.65M 0.42%
+10,986
56
$2.55M 0.41%
+21,959
57
$2.43M 0.39%
+40,353
58
$2.29M 0.37%
+39,119
59
$2.16M 0.34%
+8,262
60
$2.15M 0.34%
+24,500
61
$2.08M 0.33%
+8,897
62
$2.04M 0.33%
+104,278
63
$2.01M 0.32%
+3,651
64
$1.91M 0.31%
+13,334
65
$1.85M 0.3%
+23,493
66
$1.83M 0.29%
+6,729
67
$1.8M 0.29%
+3,859
68
$1.79M 0.29%
+11,483
69
$1.73M 0.28%
+3,584
70
$1.71M 0.27%
+15,719
71
$1.7M 0.27%
+11,495
72
$1.7M 0.27%
+14,712
73
$1.69M 0.27%
+10,605
74
$1.62M 0.26%
+43,944
75
$1.56M 0.25%
+17,045
1 2
3
4 5