4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.09M
3
+$1.5M
4
VTV icon
Vanguard Value ETF
VTV
+$1.1M
5
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
+$437K

Top Sells

1
+$4.36M
2
+$1.64M
3
+$1.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$763K

Sector Composition

1 Consumer Staples 0.13%
2 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXC icon
51
State Street SPDR S&P China ETF
GXC
$504M
$121K 0.06%
1,253
-345
NUHY icon
52
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$121K 0.06%
5,600
+205
ETHO icon
53
Amplify Etho Climate Leadership US ETF
ETHO
$168M
$87.7K 0.04%
1,343
-33
ESGD icon
54
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.4B
$75.6K 0.04%
795
+15
ESML icon
55
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.28B
$75K 0.04%
1,631
-30
ESGE icon
56
iShares ESG Aware MSCI EM ETF
ESGE
$6.5B
$73.2K 0.04%
1,658
-106
UUP icon
57
Invesco DB US Dollar Index Bullish Fund
UUP
$547M
$62.4K 0.03%
2,307
-1,111
EWX icon
58
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$759M
$53.7K 0.03%
817
+297
GNR icon
59
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.89B
$49.3K 0.02%
+793
VNQ icon
60
Vanguard Real Estate ETF
VNQ
$36.3B
$47.3K 0.02%
+535
STCE icon
61
Schwab Crypto Thematic ETF
STCE
$256M
$40.8K 0.02%
+680
IEUS icon
62
iShares MSCI Europe Small-Cap ETF
IEUS
$195M
$40.7K 0.02%
+594
GLD icon
63
SPDR Gold Trust
GLD
$162B
$32.3K 0.02%
82
+1
EWJ icon
64
iShares MSCI Japan ETF
EWJ
$20.1B
$31K 0.02%
+384
ECNS icon
65
iShares MSCI China Small-Cap ETF
ECNS
$85.3M
$29.1K 0.01%
888
+346
INDA icon
66
iShares MSCI India ETF
INDA
$6.44B
$25.9K 0.01%
480
+52
ASEA icon
67
Global X FTSE Southeast Asia ETF
ASEA
$97.8M
$23.2K 0.01%
1,268
+2
AFK icon
68
VanEck Africa Index ETF
AFK
$126M
$22.8K 0.01%
852
-214
SCHC icon
69
Schwab International Small-Cap Equity ETF
SCHC
$5.56B
$19.3K 0.01%
+424
EWZ icon
70
iShares MSCI Brazil ETF
EWZ
$10.7B
$17.7K 0.01%
557
-22
EWC icon
71
iShares MSCI Canada ETF
EWC
$5.07B
$16.8K 0.01%
312
-96
EWY icon
72
iShares MSCI South Korea ETF
EWY
$18.9B
$15.3K 0.01%
157
-101
EWW icon
73
iShares MSCI Mexico ETF
EWW
$2.19B
$13.9K 0.01%
200
-34
CRBN icon
74
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.06B
$13.2K 0.01%
57
+1
SDG icon
75
iShares MSCI Global Sustainable Development Goals ETF
SDG
$168M
$13.2K 0.01%
157
+6
1 2
3
4