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
951
$14K ﹤0.01%
+96
952
$13K ﹤0.01%
+100
953
$13K ﹤0.01%
+440
954
$13K ﹤0.01%
+467
955
$13K ﹤0.01%
+176
956
$13K ﹤0.01%
+302
957
$13K ﹤0.01%
+166
958
$13K ﹤0.01%
+265
959
$13K ﹤0.01%
+246
960
$13K ﹤0.01%
+225
961
$13K ﹤0.01%
+784
962
$13K ﹤0.01%
+159
963
$13K ﹤0.01%
+700
964
$13K ﹤0.01%
+298
965
$13K ﹤0.01%
+110
966
$13K ﹤0.01%
+325
967
$13K ﹤0.01%
+444
968
$13K ﹤0.01%
+100
969
$12K ﹤0.01%
+140
970
$12K ﹤0.01%
+395
971
$12K ﹤0.01%
+140
972
$12K ﹤0.01%
+373
973
$12K ﹤0.01%
+112
974
$12K ﹤0.01%
+142
975
$12K ﹤0.01%
+760
37 38
39
40 41