FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$28.4M
2
+$22.5M
3
+$14.5M
4
AMT icon
American Tower
AMT
+$11.9M
5
ABT icon
Abbott
ABT
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.19%
2 Healthcare 12.64%
3 Financials 11.8%
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%
+1,664
927
$15K ﹤0.01%
+14
928
$15K ﹤0.01%
+339
929
$15K ﹤0.01%
+4,081
930
$15K ﹤0.01%
+1,178
931
$15K ﹤0.01%
+1,265
932
$15K ﹤0.01%
+600
933
$15K ﹤0.01%
+416
934
$15K ﹤0.01%
+600
935
$15K ﹤0.01%
+74
936
$15K ﹤0.01%
+163
937
$15K ﹤0.01%
+1,955
938
$14K ﹤0.01%
+600
939
$14K ﹤0.01%
+580
940
$14K ﹤0.01%
+160
941
$14K ﹤0.01%
+1,065
942
$14K ﹤0.01%
+112
943
$14K ﹤0.01%
+194
944
$14K ﹤0.01%
+2,346
945
$14K ﹤0.01%
+447
946
$14K ﹤0.01%
+260
947
$14K ﹤0.01%
+53
948
$14K ﹤0.01%
+363
949
$14K ﹤0.01%
+96
950
$14K ﹤0.01%
+723
36 37
38
39 40