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
1301
$2K ﹤0.01%
+114
1302
$2K ﹤0.01%
+77
1303
$2K ﹤0.01%
+755
1304
$2K ﹤0.01%
+103
1305
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+167
1306
$2K ﹤0.01%
+223
1307
$2K ﹤0.01%
+35
1308
$2K ﹤0.01%
+71
1309
$2K ﹤0.01%
+55
1310
$2K ﹤0.01%
+256
1311
$2K ﹤0.01%
+50
1312
$2K ﹤0.01%
+19
1313
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+200
1314
$1K ﹤0.01%
+2
1315
$1K ﹤0.01%
+28
1316
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+40
1317
$1K ﹤0.01%
+17
1318
$1K ﹤0.01%
+27
1319
$1K ﹤0.01%
+43
1320
$1K ﹤0.01%
+25
1321
$1K ﹤0.01%
+51
1322
$1K ﹤0.01%
+125
1323
$1K ﹤0.01%
+100
1324
$1K ﹤0.01%
+38
1325
$1K ﹤0.01%
+56
51 52
53
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