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
176
$566K 0.09%
+8,494
177
$556K 0.09%
+7,581
178
$540K 0.09%
+1,847
179
$533K 0.09%
+24,483
180
$533K 0.09%
+6,839
181
$533K 0.09%
+2,569
182
$529K 0.08%
+7,870
183
$527K 0.08%
+3,126
184
$525K 0.08%
+4,032
185
$524K 0.08%
+5,252
186
$524K 0.08%
+20,065
187
$523K 0.08%
+4,792
188
$511K 0.08%
+2,533
189
$497K 0.08%
+7,259
190
$495K 0.08%
+2,086
191
$495K 0.08%
+2,022
192
$491K 0.08%
+7,419
193
$489K 0.08%
+14,769
194
$487K 0.08%
+2,343
195
$483K 0.08%
+10,201
196
$482K 0.08%
+78,080
197
$480K 0.08%
+5,773
198
$479K 0.08%
+1,955
199
$478K 0.08%
+7,435
200
$476K 0.08%
+5,508