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
1401
$1K ﹤0.01%
+79
1402
$1K ﹤0.01%
+21
1403
$1K ﹤0.01%
+26
1404
$1K ﹤0.01%
+4
1405
$1K ﹤0.01%
+35
1406
$1K ﹤0.01%
+1
1407
$1K ﹤0.01%
+6
1408
$1K ﹤0.01%
+29
1409
$1K ﹤0.01%
+61
1410
$1K ﹤0.01%
+50
1411
$1K ﹤0.01%
+111
1412
$1K ﹤0.01%
+7
1413
$1K ﹤0.01%
+13
1414
$1K ﹤0.01%
+14
1415
$1K ﹤0.01%
+10
1416
$1K ﹤0.01%
+13
1417
$1K ﹤0.01%
+36
1418
$1K ﹤0.01%
+274
1419
$1K ﹤0.01%
+60
1420
$1K ﹤0.01%
+38
1421
$1K ﹤0.01%
+100
1422
$1K ﹤0.01%
+93
1423
$1K ﹤0.01%
+26
1424
$1K ﹤0.01%
+426
1425
$1K ﹤0.01%
+2