FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$28.4M
2
+$22.5M
3
+$14.5M
4
AMT icon
American Tower
AMT
+$11.9M
5
ABT icon
Abbott
ABT
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.19%
2 Healthcare 12.64%
3 Financials 11.8%
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%
+437
727
$38K 0.01%
+733
728
$38K 0.01%
+6,124
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%
+1,560
739
$36K 0.01%
+158
740
$36K 0.01%
+629
741
$35K 0.01%
+563
742
$35K 0.01%
+777
743
$35K 0.01%
+308
744
$35K 0.01%
+571
745
$35K 0.01%
+680
746
$35K 0.01%
+224
747
$34K 0.01%
+161
748
$34K 0.01%
+430
749
$34K 0.01%
+359
750
$34K 0.01%
+840
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