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
$198M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$276K
3
+$211K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$204K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$195K

Top Sells

1
+$1.3M
2
+$1M
3
+$305K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$211K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$171K

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
GXC icon
51
SPDR S&P China ETF
GXC
$521M
$168K 0.08%
1,598
DBEU icon
52
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$687M
$147K 0.07%
3,193
+1
NUHY icon
53
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$116M
$117K 0.06%
5,395
+157
UUP icon
54
Invesco DB US Dollar Index Bullish Fund
UUP
$209M
$94K 0.05%
3,418
ETHO icon
55
Amplify Etho Climate Leadership US ETF
ETHO
$159M
$87.6K 0.04%
1,376
+4
ESGE icon
56
iShares ESG Aware MSCI EM ETF
ESGE
$5.89B
$76.6K 0.04%
1,764
-91
ESML icon
57
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.19B
$74.9K 0.04%
1,661
-27
ESGD icon
58
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.2B
$72.6K 0.04%
780
-21
OPPE
59
WisdomTree European Opportunities Fund
OPPE
$214M
$42.4K 0.02%
867
+3
EWX icon
60
SPDR S&P Emerging Markets Small Cap ETF
EWX
$765M
$35K 0.02%
520
HEWJ icon
61
iShares Currency Hedged MSCI Japan ETF
HEWJ
$532M
$30.7K 0.02%
623
+6
GLD icon
62
SPDR Gold Trust
GLD
$159B
$29K 0.01%
81
AFK icon
63
VanEck Africa Index ETF
AFK
$126M
$26K 0.01%
1,066
+1
INDA icon
64
iShares MSCI India ETF
INDA
$9.43B
$22.3K 0.01%
428
ASEA icon
65
Global X FTSE Southeast Asia ETF
ASEA
$80.9M
$21.6K 0.01%
1,266
+27
ECNS icon
66
iShares MSCI China Small-Cap ETF
ECNS
$94.4M
$21.4K 0.01%
542
+1
EWC icon
67
iShares MSCI Canada ETF
EWC
$3.96B
$20.6K 0.01%
408
-1
EWY icon
68
iShares MSCI South Korea ETF
EWY
$9.5B
$20.6K 0.01%
258
+1
EWZ icon
69
iShares MSCI Brazil ETF
EWZ
$6.94B
$17.9K 0.01%
579
+1
EWW icon
70
iShares MSCI Mexico ETF
EWW
$2.02B
$15.9K 0.01%
234
+1
EWA icon
71
iShares MSCI Australia ETF
EWA
$1.32B
$15.4K 0.01%
570
VUSE icon
72
Vident US Equity Strategy ETF
VUSE
$646M
$12.8K 0.01%
193
+6
CRBN icon
73
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$12.8K 0.01%
56
-1
SDG icon
74
iShares MSCI Global Sustainable Development Goals ETF
SDG
$165M
$12.5K 0.01%
151
-2
OPPJ
75
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$136M
$8.28K ﹤0.01%
199
+1
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3
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