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
951
$14K ﹤0.01%
+82
952
$13K ﹤0.01%
+302
953
$13K ﹤0.01%
+166
954
$13K ﹤0.01%
+265
955
$13K ﹤0.01%
+246
956
$13K ﹤0.01%
+225
957
$13K ﹤0.01%
+784
958
$13K ﹤0.01%
+159
959
$13K ﹤0.01%
+700
960
$13K ﹤0.01%
+298
961
$13K ﹤0.01%
+100
962
$13K ﹤0.01%
+440
963
$13K ﹤0.01%
+467
964
$13K ﹤0.01%
+110
965
$13K ﹤0.01%
+176
966
$13K ﹤0.01%
+325
967
$13K ﹤0.01%
+444
968
$13K ﹤0.01%
+100
969
$12K ﹤0.01%
+1,300
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