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
1251
$2K ﹤0.01%
+319
1252
$2K ﹤0.01%
+152
1253
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+110
1254
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+134
1255
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+200
1256
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+92
1257
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+50
1258
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+69
1259
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+26
1260
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+6
1261
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+89
1262
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+167
1263
$2K ﹤0.01%
+675
1264
$2K ﹤0.01%
+57
1265
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+182
1266
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+79
1267
$2K ﹤0.01%
+25
1268
$2K ﹤0.01%
+121
1269
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+11
1270
$2K ﹤0.01%
+25
1271
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+109
1272
$2K ﹤0.01%
+200
1273
$2K ﹤0.01%
+132
1274
$2K ﹤0.01%
+37
1275
$2K ﹤0.01%
+151
49 50
51
52 53