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
751
$34K 0.01%
+1,964
752
$34K 0.01%
+537
753
$34K 0.01%
+143
754
$34K 0.01%
+158
755
$34K 0.01%
+1,173
756
$34K 0.01%
+350
757
$33K 0.01%
+118
758
$33K 0.01%
+1,095
759
$33K 0.01%
+8,523
760
$32K 0.01%
+771
761
$32K 0.01%
+1,500
762
$32K 0.01%
+730
763
$32K 0.01%
+992
764
$32K 0.01%
+419
765
$32K 0.01%
+897
766
$32K 0.01%
+277
767
$32K 0.01%
+828
768
$32K 0.01%
+600
769
$32K 0.01%
+789
770
$32K 0.01%
+114
771
$32K 0.01%
+753
772
$32K 0.01%
+2,470
773
$32K 0.01%
+900
774
$31K 0.01%
+631
775
$31K 0.01%
+771
29 30
31
32 33