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
1251
$2K ﹤0.01%
+25
1252
$2K ﹤0.01%
+121
1253
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+11
1254
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+25
1255
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+109
1256
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+200
1257
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+132
1258
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+13
1259
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+319
1260
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+152
1261
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+110
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+134
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+37
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+151
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+210
1266
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+73
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+70
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+64
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+33
1270
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+20
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+50
1272
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+63
1273
$2K ﹤0.01%
+45
1274
$2K ﹤0.01%
+6
1275
$2K ﹤0.01%
+58
49 50
51
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