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
726
$38K 0.01%
+280
727
$38K 0.01%
+6,124
728
$38K 0.01%
+437
729
$37K 0.01%
+333
730
$37K 0.01%
+300
731
$37K 0.01%
+2,353
732
$37K 0.01%
+400
733
$37K 0.01%
+829
734
$37K 0.01%
+411
735
$37K 0.01%
+97
736
$37K 0.01%
+2,528
737
$36K 0.01%
+2,535
738
$36K 0.01%
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739
$36K 0.01%
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740
$36K 0.01%
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741
$35K 0.01%
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742
$35K 0.01%
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743
$35K 0.01%
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744
$35K 0.01%
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$35K 0.01%
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746
$35K 0.01%
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$34K 0.01%
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$34K 0.01%
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749
$34K 0.01%
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750
$34K 0.01%
+840