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
101
$1.18M 0.19%
+74,415
102
$1.18M 0.19%
+518,998
103
$1.15M 0.18%
+33,927
104
$1.15M 0.18%
+16,074
105
$1.15M 0.18%
+27,890
106
$1.07M 0.17%
+36,439
107
$1.06M 0.17%
+32,390
108
$1.05M 0.17%
+4,032
109
$1.04M 0.17%
+119,360
110
$1.03M 0.16%
+7,514
111
$1M 0.16%
+87,524
112
$999K 0.16%
+6,840
113
$992K 0.16%
+4,624
114
$991K 0.16%
+16,075
115
$985K 0.16%
+18,582
116
$982K 0.16%
+4,717
117
$968K 0.15%
+18,250
118
$963K 0.15%
+95,077
119
$955K 0.15%
+2,609
120
$948K 0.15%
+5,451
121
$941K 0.15%
+163,813
122
$936K 0.15%
+89,659
123
$927K 0.15%
+10,245
124
$917K 0.15%
+5,040
125
$907K 0.14%
+5,993
3 4
5
6 7