FF
FourThought Financial Portfolio holdings
AUM
$677M
This Quarter Return
+12.96%
1 Year Return
-12.7%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$626M
AUM Growth
–
Cap. Flow
+$626M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
22.88%
Holding
1,496
New
1,496
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$31.3M |
| 2 |
Microsoft
MSFT
|
$23.3M |
| 3 |
NextEra Energy, Inc.
NEE
|
$14.9M |
| 4 |
American Tower
AMT
|
$11.5M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Twilio
TWLO
$16.2B
| $1K | ﹤0.01% |
+2
| New | +$1K |
|
|
UNIT
1477
Uniti Group
UNIT
$1.55B
| $1K | ﹤0.01% |
+49
| New | +$1K |
|
1478
Liberty All-Star Equity Fund
USA
$1.95B
| $1K | ﹤0.01% |
+132
| New | +$1K |
|