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
$162M
AUM Growth
+$710K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.83M
3
+$1.03M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$611K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$601K

Top Sells

1
+$2.72M
2
+$1.48M
3
+$952K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$678K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$633K

Sector Composition

1 Consumer Staples 0.21%
2 Technology 0.14%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$708K 0.44%
38,233
-1,379
27
$530K 0.33%
22,982
+227
28
$502K 0.31%
21,654
+222
29
$472K 0.29%
18,522
+227
30
$467K 0.29%
21,601
+279
31
$466K 0.29%
22,122
+280
32
$465K 0.29%
20,756
+255
33
$449K 0.28%
17,981
+127
34
$449K 0.28%
1,243
-2,636
35
$369K 0.23%
4,069
+90
36
$368K 0.23%
14,149
+167
37
$334K 0.21%
8,919
+252
38
$333K 0.21%
4,902
+40
39
$316K 0.2%
3,320
+30
40
$302K 0.19%
2,719
-8
41
$298K 0.18%
14,388
+187
42
$287K 0.18%
13,138
+6
43
$242K 0.15%
517
+511
44
$224K 0.14%
8,952
-209
45
$224K 0.14%
4,711
-106
46
$219K 0.14%
84,185
47
$215K 0.13%
4,692
-576
48
$214K 0.13%
2,093
-182
49
$176K 0.11%
641
-37
50
$135K 0.08%
3,064
+201
1
2
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