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4FG
4Thought Financial Group Portfolio holdings
AUM
$202M
1-Year Est. Return
11.53%
This Fund
S&P 500
This Quarter
Est. Return
+6.74%
1 Year Est. Return
+11.53%
3 Year Est. Return
+30.99%
5 Year Est. Return
+23.5%
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$26.4M
(+16%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
8.2%
Top 10 Holdings %
Top 10 Hldgs %
70.26%
Holding
90
New
1
Increased
57
Reduced
27
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$12.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.47M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$2.17M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.14M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.09M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.66M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.45M |
| 3 |
Vanguard Value ETF
VTV
|
+$1.02M |
| 4 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$459K |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$433K |
Sector Composition
| 1 | Consumer Staples | 0.18% |
| 2 | Technology | 0.13% |
| 3 | Communication Services | 0.01% |
| 4 | Energy | 0% |
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