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
801
$28K ﹤0.01%
+520
802
$27K ﹤0.01%
+310
803
$27K ﹤0.01%
+851
804
$27K ﹤0.01%
+229
805
$27K ﹤0.01%
+525
806
$27K ﹤0.01%
+211
807
$27K ﹤0.01%
+778
808
$27K ﹤0.01%
+285
809
$27K ﹤0.01%
+558
810
$27K ﹤0.01%
+1,249
811
$27K ﹤0.01%
+654
812
$27K ﹤0.01%
+177
813
$27K ﹤0.01%
+1,000
814
$26K ﹤0.01%
+725
815
$26K ﹤0.01%
+475
816
$26K ﹤0.01%
+330
817
$26K ﹤0.01%
+752
818
$26K ﹤0.01%
+375
819
$26K ﹤0.01%
+428
820
$25K ﹤0.01%
+1,990
821
$25K ﹤0.01%
+274
822
$25K ﹤0.01%
+503
823
$25K ﹤0.01%
+1,655
824
$24K ﹤0.01%
+155
825
$24K ﹤0.01%
+1,000
31 32
33
34 35