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
1051
$8K ﹤0.01%
+500
1052
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+116
1053
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+345
1054
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1055
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1056
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+67
1057
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+13
1058
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+41
1059
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+174
1060
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+332
1061
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+660
1062
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+1,000
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+385
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+300
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+43
1072
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+90
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+375
1074
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+135
1075
$7K ﹤0.01%
+166