4FG

4Thought Financial Group Portfolio holdings

AUM $198M
1-Year Est. Return 9.26%
This Quarter Est. Return
1 Year Est. Return
+9.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.7M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M

Top Sells

1
+$7.39M
2
+$7.27M
3
+$90.2K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$81.8K
5
CN
Xtrackers MSCI All China Equity ETF
CN
+$78.1K

Sector Composition

1 Consumer Staples 0.26%
2 Technology 0.25%
3 Consumer Discretionary 0.06%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$771K 0.51%
33,916
+5,261
27
$703K 0.46%
28,081
+17,558
28
$555K 0.37%
6,193
+436
29
$498K 0.33%
1,477
-21,914
30
$497K 0.33%
4,623
+356
31
$456K 0.3%
19,875
+1,896
32
$455K 0.3%
19,610
+1,844
33
$410K 0.27%
15,981
-301
34
$405K 0.27%
19,136
-368
35
$404K 0.27%
18,638
-351
36
$399K 0.26%
17,951
-340
37
$382K 0.25%
5,456
+32
38
$322K 0.21%
12,234
-251
39
$300K 0.2%
7,496
-145
40
$274K 0.18%
2,874
-64
41
$270K 0.18%
1,179
+192
42
$266K 0.18%
84,185
43
$265K 0.17%
11,899
-339
44
$264K 0.17%
2,624
+608
45
$263K 0.17%
6,135
+1,443
46
$260K 0.17%
12,306
-185
47
$258K 0.17%
4,248
+818
48
$232K 0.15%
2,128
+352
49
$217K 0.14%
8,865
+4,487
50
$217K 0.14%
4,611
+2,299
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