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
1226
$3K ﹤0.01%
+49
1227
$3K ﹤0.01%
+28
1228
$3K ﹤0.01%
+98
1229
$3K ﹤0.01%
+195
1230
$3K ﹤0.01%
+140
1231
$3K ﹤0.01%
+81
1232
$3K ﹤0.01%
+53
1233
$3K ﹤0.01%
+55
1234
$3K ﹤0.01%
+195
1235
$3K ﹤0.01%
+318
1236
$3K ﹤0.01%
+110
1237
$3K ﹤0.01%
+46
1238
$3K ﹤0.01%
+207
1239
$3K ﹤0.01%
+53
1240
$3K ﹤0.01%
+45
1241
$3K ﹤0.01%
+616
1242
$3K ﹤0.01%
+147
1243
$3K ﹤0.01%
+72
1244
$3K ﹤0.01%
+66
1245
$2K ﹤0.01%
+89
1246
$2K ﹤0.01%
+41
1247
$2K ﹤0.01%
+675
1248
$2K ﹤0.01%
+57
1249
$2K ﹤0.01%
+182
1250
$2K ﹤0.01%
+79
48 49
50
51 52