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
901
$17K ﹤0.01%
+1,200
902
$17K ﹤0.01%
+1,156
903
$17K ﹤0.01%
+190
904
$17K ﹤0.01%
+400
905
$17K ﹤0.01%
+326
906
$17K ﹤0.01%
+183
907
$17K ﹤0.01%
+67
908
$17K ﹤0.01%
+400
909
$17K ﹤0.01%
+179
910
$17K ﹤0.01%
+437
911
$16K ﹤0.01%
+126
912
$16K ﹤0.01%
+144
913
$16K ﹤0.01%
+200
914
$16K ﹤0.01%
+236
915
$16K ﹤0.01%
+1,000
916
$16K ﹤0.01%
+298
917
$16K ﹤0.01%
+174
918
$16K ﹤0.01%
+100
919
$16K ﹤0.01%
+836
920
$16K ﹤0.01%
+10
921
$16K ﹤0.01%
+113
922
$16K ﹤0.01%
+360
923
$16K ﹤0.01%
+1,260
924
$15K ﹤0.01%
+416
925
$15K ﹤0.01%
+1,042
35 36
37
38 39