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
776
$31K 0.01%
+575
777
$31K 0.01%
+355
778
$31K 0.01%
+4,134
779
$30K ﹤0.01%
+360
780
$30K ﹤0.01%
+239
781
$30K ﹤0.01%
+1,026
782
$30K ﹤0.01%
+1,000
783
$30K ﹤0.01%
+1,302
784
$30K ﹤0.01%
+145
785
$30K ﹤0.01%
+1,128
786
$30K ﹤0.01%
+412
787
$29K ﹤0.01%
+181
788
$29K ﹤0.01%
+51
789
$29K ﹤0.01%
+712
790
$29K ﹤0.01%
+1,334
791
$29K ﹤0.01%
+1,200
792
$29K ﹤0.01%
+704
793
$29K ﹤0.01%
+2,265
794
$29K ﹤0.01%
+624
795
$28K ﹤0.01%
+369
796
$28K ﹤0.01%
+21,240
797
$28K ﹤0.01%
+281
798
$28K ﹤0.01%
+242
799
$28K ﹤0.01%
+341
800
$28K ﹤0.01%
+2,015
30 31
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