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
1101
$6K ﹤0.01%
+100
1102
$6K ﹤0.01%
+101
1103
$6K ﹤0.01%
+400
1104
$6K ﹤0.01%
+56
1105
$6K ﹤0.01%
+40
1106
$6K ﹤0.01%
+50
1107
$6K ﹤0.01%
+142
1108
$6K ﹤0.01%
+134
1109
$6K ﹤0.01%
+65
1110
$6K ﹤0.01%
+89
1111
$6K ﹤0.01%
+175
1112
$6K ﹤0.01%
+450
1113
$6K ﹤0.01%
+476
1114
$6K ﹤0.01%
+425
1115
$5K ﹤0.01%
+728
1116
$5K ﹤0.01%
+118
1117
$5K ﹤0.01%
+132
1118
$5K ﹤0.01%
+55
1119
$5K ﹤0.01%
+50
1120
$5K ﹤0.01%
+110
1121
$5K ﹤0.01%
+63
1122
$5K ﹤0.01%
+200
1123
$5K ﹤0.01%
+100
1124
$5K ﹤0.01%
+150
1125
$5K ﹤0.01%
+38