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
1126
$5K ﹤0.01%
+104
1127
$5K ﹤0.01%
+52
1128
$5K ﹤0.01%
+44
1129
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+26
1130
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+253
1131
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+64
1132
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+110
1133
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+142
1134
$5K ﹤0.01%
+585
1135
$5K ﹤0.01%
+105
1136
$5K ﹤0.01%
+2,090
1137
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+51
1138
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+91
1139
$5K ﹤0.01%
+112
1140
$5K ﹤0.01%
+186
1141
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+229
1142
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1143
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+402
1144
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+42
1145
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+109
1146
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+118
1147
$5K ﹤0.01%
+177
1148
$5K ﹤0.01%
+96
1149
$5K ﹤0.01%
+1,000
1150
$5K ﹤0.01%
+135