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
876
$20K ﹤0.01%
+152
877
$20K ﹤0.01%
+101
878
$19K ﹤0.01%
+298
879
$19K ﹤0.01%
+112
880
$19K ﹤0.01%
+600
881
$19K ﹤0.01%
+269
882
$19K ﹤0.01%
+181
883
$19K ﹤0.01%
+85
884
$19K ﹤0.01%
+1,000
885
$19K ﹤0.01%
+2,332
886
$19K ﹤0.01%
+250
887
$19K ﹤0.01%
+318
888
$19K ﹤0.01%
+876
889
$19K ﹤0.01%
+100
890
$18K ﹤0.01%
+1,919
891
$18K ﹤0.01%
+2,714
892
$18K ﹤0.01%
+381
893
$18K ﹤0.01%
+100
894
$18K ﹤0.01%
+635
895
$18K ﹤0.01%
+835
896
$18K ﹤0.01%
+2,922
897
$18K ﹤0.01%
+325
898
$18K ﹤0.01%
+192
899
$18K ﹤0.01%
+1,895
900
$18K ﹤0.01%
+300
34 35
36
37 38