4FG

4Thought Financial Group Portfolio holdings

AUM $188M
1-Year Est. Return 9.43%
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$8.56M
3
+$5.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.88M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$535K 0.52%
+21,144
27
$522K 0.5%
+22,626
28
$515K 0.5%
+22,072
29
$442K 0.43%
+17,263
30
$442K 0.43%
+17,689
31
$441K 0.43%
+17,971
32
$429K 0.41%
+16,915
33
$394K 0.38%
+1,621
34
$382K 0.37%
+1,848
35
$347K 0.33%
+3,189
36
$346K 0.33%
+3,176
37
$342K 0.33%
+6,158
38
$298K 0.29%
+2,376
39
$284K 0.27%
+8,768
40
$283K 0.27%
+12,778
41
$281K 0.27%
+11,157
42
$258K 0.25%
+8,863
43
$214K 0.21%
+4,778
44
$197K 0.19%
+7,853
45
$176K 0.17%
+6,731
46
$160K 0.15%
+6,069
47
$160K 0.15%
+6,425
48
$155K 0.15%
+6,096
49
$152K 0.15%
+1,985
50
$152K 0.15%
+4,641
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