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
1001
$10K ﹤0.01%
+199
1002
$10K ﹤0.01%
+248
1003
$10K ﹤0.01%
+186
1004
$10K ﹤0.01%
+271
1005
$10K ﹤0.01%
+475
1006
$10K ﹤0.01%
+262
1007
$10K ﹤0.01%
+250
1008
$10K ﹤0.01%
+147
1009
$10K ﹤0.01%
+229
1010
$10K ﹤0.01%
+175
1011
$10K ﹤0.01%
+622
1012
$10K ﹤0.01%
+1,072
1013
$10K ﹤0.01%
+1,100
1014
$10K ﹤0.01%
+1,000
1015
$10K ﹤0.01%
+291
1016
$10K ﹤0.01%
+300
1017
$9K ﹤0.01%
+430
1018
$9K ﹤0.01%
+134
1019
$9K ﹤0.01%
+169
1020
$9K ﹤0.01%
+27
1021
$9K ﹤0.01%
+38
1022
$9K ﹤0.01%
+274
1023
$9K ﹤0.01%
+503
1024
$9K ﹤0.01%
+1,848
1025
$9K ﹤0.01%
+993
39 40
41
42 43