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
826
$24K ﹤0.01%
+438
827
$24K ﹤0.01%
+330
828
$24K ﹤0.01%
+1,609
829
$24K ﹤0.01%
+482
830
$24K ﹤0.01%
+1,575
831
$24K ﹤0.01%
+1,236
832
$24K ﹤0.01%
+106
833
$24K ﹤0.01%
+282
834
$24K ﹤0.01%
+1,100
835
$24K ﹤0.01%
+366
836
$23K ﹤0.01%
+863
837
$23K ﹤0.01%
+493
838
$23K ﹤0.01%
+1,850
839
$23K ﹤0.01%
+2,463
840
$23K ﹤0.01%
+4,748
841
$23K ﹤0.01%
+500
842
$23K ﹤0.01%
+178
843
$23K ﹤0.01%
+275
844
$23K ﹤0.01%
+1,097
845
$22K ﹤0.01%
+10
846
$22K ﹤0.01%
+320
847
$22K ﹤0.01%
+1,400
848
$22K ﹤0.01%
+465
849
$22K ﹤0.01%
+419
850
$22K ﹤0.01%
+1,000
32 33
34
35 36