FF

FourThought Financial Portfolio holdings

AUM $677M
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.73%
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
+$28.4M
2
+$22.5M
3
+$14.5M
4
AMT icon
American Tower
AMT
+$11.9M
5
ABT icon
Abbott
ABT
+$10.6M

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
1301
$2K ﹤0.01%
+114
1302
$2K ﹤0.01%
+755
1303
$2K ﹤0.01%
+103
1304
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+223
1305
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+35
1306
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+41
1307
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+13
1308
$2K ﹤0.01%
+200
1309
$2K ﹤0.01%
+92
1310
$2K ﹤0.01%
+50
1311
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+69
1312
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+26
1313
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+6
1314
$1K ﹤0.01%
+36
1315
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+16
1316
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+2
1317
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+50
1318
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+78
1319
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+197
1320
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+264
1321
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+3
1322
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+24
1323
$1K ﹤0.01%
+50
1324
$1K ﹤0.01%
+26
1325
$1K ﹤0.01%
+159
51 52
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