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
1026
$9K ﹤0.01%
+250
1027
$9K ﹤0.01%
+200
1028
$9K ﹤0.01%
+79
1029
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+30
1030
$9K ﹤0.01%
+74
1031
$9K ﹤0.01%
+91
1032
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+81
1033
$9K ﹤0.01%
+430
1034
$9K ﹤0.01%
+134
1035
$9K ﹤0.01%
+169
1036
$9K ﹤0.01%
+27
1037
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+38
1038
$9K ﹤0.01%
+274
1039
$9K ﹤0.01%
+503
1040
$8K ﹤0.01%
+25
1041
$8K ﹤0.01%
+71
1042
$8K ﹤0.01%
+209
1043
$8K ﹤0.01%
+201
1044
$8K ﹤0.01%
+87
1045
$8K ﹤0.01%
+116
1046
$8K ﹤0.01%
+100
1047
$8K ﹤0.01%
+423
1048
$8K ﹤0.01%
+137
1049
$8K ﹤0.01%
+200
1050
$8K ﹤0.01%
+141