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
$161M
AUM Growth
-$925K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.1M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$763K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$513K

Top Sells

1
+$4.13M
2
+$2.31M
3
+$1.04M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

Sector Composition

1 Technology 0.22%
2 Consumer Staples 0.18%
3 Energy 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$525K 0.33%
22,755
+936
27
$499K 0.31%
21,432
-164
28
$486K 0.3%
2,869
-6,165
29
$470K 0.29%
18,295
+434
30
$467K 0.29%
21,842
+490
31
$462K 0.29%
21,322
+502
32
$459K 0.29%
20,501
+458
33
$447K 0.28%
+17,854
34
$364K 0.23%
13,982
+327
35
$354K 0.22%
3,979
+87
36
$349K 0.22%
84,185
37
$314K 0.19%
3,290
+83
38
$314K 0.19%
8,667
+167
39
$299K 0.19%
14,201
+354
40
$291K 0.18%
2,727
+29
41
$290K 0.18%
4,862
-665
42
$281K 0.17%
13,132
+157
43
$254K 0.16%
5,268
-375
44
$251K 0.16%
2,275
-163
45
$226K 0.14%
9,161
+321
46
$224K 0.14%
4,817
+255
47
$196K 0.12%
678
+5
48
$122K 0.08%
1,614
+34
49
$118K 0.07%
2,863
+4
50
$114K 0.07%
5,376
+142
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