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
76
$1.54M 0.25%
+14,214
77
$1.5M 0.24%
+65,920
78
$1.5M 0.24%
+15,469
79
$1.48M 0.24%
+52,378
80
$1.48M 0.24%
+8,387
81
$1.47M 0.24%
+13,393
82
$1.46M 0.23%
+21,325
83
$1.45M 0.23%
+100,286
84
$1.41M 0.23%
+15,237
85
$1.39M 0.22%
+57,860
86
$1.38M 0.22%
+16,367
87
$1.36M 0.22%
+12,718
88
$1.36M 0.22%
+63,311
89
$1.35M 0.22%
+3,814
90
$1.35M 0.22%
+11,429
91
$1.34M 0.21%
+5,783
92
$1.32M 0.21%
+15,994
93
$1.32M 0.21%
+15,295
94
$1.29M 0.21%
+76,403
95
$1.29M 0.21%
+62,025
96
$1.26M 0.2%
+11,049
97
$1.25M 0.2%
+48,296
98
$1.24M 0.2%
+5,814
99
$1.23M 0.2%
+17,983
100
$1.19M 0.19%
+11,098
2 3
4
5 6