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
1276
$2K ﹤0.01%
+14
1277
$2K ﹤0.01%
+25
1278
$2K ﹤0.01%
+335
1279
$2K ﹤0.01%
+201
1280
$2K ﹤0.01%
+62
1281
$2K ﹤0.01%
+83
1282
$2K ﹤0.01%
+128
1283
$2K ﹤0.01%
+26
1284
$2K ﹤0.01%
+142
1285
$2K ﹤0.01%
+26
1286
$2K ﹤0.01%
+92
1287
$2K ﹤0.01%
+50
1288
$2K ﹤0.01%
+69
1289
$2K ﹤0.01%
+26
1290
$2K ﹤0.01%
+6
1291
$2K ﹤0.01%
+83
1292
$2K ﹤0.01%
+33
1293
$2K ﹤0.01%
+122
1294
$2K ﹤0.01%
+124
1295
$2K ﹤0.01%
+98
1296
$2K ﹤0.01%
+38
1297
$2K ﹤0.01%
+71
1298
$2K ﹤0.01%
+79
1299
$2K ﹤0.01%
+11
1300
$2K ﹤0.01%
+17
50 51
52
53 54