FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.7%
This Fund
S&P 500
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 11.8%
4 Consumer Discretionary 8.17%
5 Communication Services 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$3K ﹤0.01%
+26
1202
$3K ﹤0.01%
+131
1203
$3K ﹤0.01%
+22
1204
$3K ﹤0.01%
+46
1205
$3K ﹤0.01%
+207
1206
$3K ﹤0.01%
+53
1207
$3K ﹤0.01%
+45
1208
$3K ﹤0.01%
+616
1209
$3K ﹤0.01%
+199
1210
$3K ﹤0.01%
+121
1211
$3K ﹤0.01%
+120
1212
$3K ﹤0.01%
+100
1213
$3K ﹤0.01%
+240
1214
$3K ﹤0.01%
+35
1215
$3K ﹤0.01%
+50
1216
$3K ﹤0.01%
+60
1217
$3K ﹤0.01%
+26
1218
$3K ﹤0.01%
+13
1219
$3K ﹤0.01%
+20
1220
$3K ﹤0.01%
+154
1221
$3K ﹤0.01%
+173
1222
$3K ﹤0.01%
+197
1223
$3K ﹤0.01%
+35
1224
$3K ﹤0.01%
+153
1225
$3K ﹤0.01%
+47
47 48
49
50 51