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
976
$12K ﹤0.01%
+385
977
$12K ﹤0.01%
+407
978
$12K ﹤0.01%
+549
979
$12K ﹤0.01%
+145
980
$12K ﹤0.01%
+116
981
$12K ﹤0.01%
+133
982
$12K ﹤0.01%
+152
983
$12K ﹤0.01%
+237
984
$12K ﹤0.01%
+309
985
$12K ﹤0.01%
+177
986
$12K ﹤0.01%
+1,300
987
$11K ﹤0.01%
+113
988
$11K ﹤0.01%
+115
989
$11K ﹤0.01%
+102
990
$11K ﹤0.01%
+82
991
$11K ﹤0.01%
+62
992
$11K ﹤0.01%
+48
993
$11K ﹤0.01%
+245
994
$11K ﹤0.01%
+375
995
$11K ﹤0.01%
+251
996
$11K ﹤0.01%
+500
997
$11K ﹤0.01%
+274
998
$11K ﹤0.01%
+404
999
$11K ﹤0.01%
+1,500
1000
$10K ﹤0.01%
+147
38 39
40
41 42