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
926
$15K ﹤0.01%
+133
927
$15K ﹤0.01%
+1,664
928
$15K ﹤0.01%
+14
929
$15K ﹤0.01%
+600
930
$15K ﹤0.01%
+74
931
$15K ﹤0.01%
+163
932
$15K ﹤0.01%
+1,955
933
$15K ﹤0.01%
+339
934
$15K ﹤0.01%
+4,081
935
$15K ﹤0.01%
+1,178
936
$15K ﹤0.01%
+1,265
937
$15K ﹤0.01%
+600
938
$14K ﹤0.01%
+600
939
$14K ﹤0.01%
+580
940
$14K ﹤0.01%
+160
941
$14K ﹤0.01%
+723
942
$14K ﹤0.01%
+82
943
$14K ﹤0.01%
+53
944
$14K ﹤0.01%
+363
945
$14K ﹤0.01%
+96
946
$14K ﹤0.01%
+1,065
947
$14K ﹤0.01%
+112
948
$14K ﹤0.01%
+194
949
$14K ﹤0.01%
+2,346
950
$14K ﹤0.01%
+447
36 37
38
39 40