4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$276K
3
+$210K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$203K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$194K

Top Sells

1
+$1.28M
2
+$967K
3
+$293K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$204K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

1 Technology 0.16%
2 Consumer Staples 0.16%
3 Communication Services 0%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$720K 0.36%
38,263
-965
27
$567K 0.29%
3,038
+234
28
$512K 0.26%
2,012
+242
29
$510K 0.26%
22,126
-87
30
$490K 0.25%
20,950
-43
31
$486K 0.25%
810
-257
32
$468K 0.24%
17,891
-19
33
$462K 0.23%
21,405
-7
34
$461K 0.23%
20,874
-25
35
$455K 0.23%
20,022
-44
36
$447K 0.23%
17,319
-25
37
$366K 0.19%
13,674
-12
38
$349K 0.18%
3,669
-284
39
$340K 0.17%
8,684
+10
40
$314K 0.16%
3,208
-3
41
$314K 0.16%
84,185
42
$311K 0.16%
4,971
+35
43
$292K 0.15%
13,947
-1
44
$289K 0.15%
2,601
-19
45
$286K 0.14%
12,425
-126
46
$263K 0.13%
2,087
-95
47
$262K 0.13%
4,777
-165
48
$236K 0.12%
4,903
+130
49
$234K 0.12%
9,237
+280
50
$214K 0.11%
651
+2
1
2
3 4