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
851
$22K ﹤0.01%
+300
852
$22K ﹤0.01%
+957
853
$22K ﹤0.01%
+152
854
$22K ﹤0.01%
+301
855
$21K ﹤0.01%
+106
856
$21K ﹤0.01%
+3,342
857
$21K ﹤0.01%
+513
858
$21K ﹤0.01%
+89
859
$21K ﹤0.01%
+273
860
$21K ﹤0.01%
+1,128
861
$21K ﹤0.01%
+123
862
$21K ﹤0.01%
+230
863
$21K ﹤0.01%
+1,525
864
$21K ﹤0.01%
+33
865
$21K ﹤0.01%
+367
866
$20K ﹤0.01%
+255
867
$20K ﹤0.01%
+241
868
$20K ﹤0.01%
+494
869
$20K ﹤0.01%
+1,414
870
$20K ﹤0.01%
+800
871
$20K ﹤0.01%
+387
872
$20K ﹤0.01%
+401
873
$20K ﹤0.01%
+694
874
$20K ﹤0.01%
+777
875
$20K ﹤0.01%
+658
33 34
35
36 37