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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
-1.79%
1 Year Est. Return
+11.53%
3 Year Est. Return
+30.99%
5 Year Est. Return
+23.5%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$294K
Cap. Flow
+$4.02M
Cap. Flow %
1.99%
Top 10 Hldgs %
68.94%
Holding
101
New
11
Increased
35
Reduced
50
Closed
2

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.85M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.29M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$818K
4
AAPL icon
Apple
AAPL
+$542K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$389K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$755K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$632K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$538K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$513K

Sector Composition

1 Technology 0.35%
2 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIP icon
51
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$493M
$279K 0.14%
7,042
-428
-6% -$17.2K
BWX icon
52
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$256K 0.13%
11,678
-569
-5% -$12.8K
SPYX icon
53
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.77B
$251K 0.12%
4,727
+103
+2% +$5.74K
DSI icon
54
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
$250K 0.12%
2,061
+58
+3% +$7.42K
SUSB icon
55
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$239K 0.12%
9,529
+19
+0.2% +$479
EAGG icon
56
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$237K 0.12%
4,989
– –
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$665B
$206K 0.1%
641
+21
+3% +$7.05K
RSSS icon
58
Research Solutions
RSSS
$75.6M
$188K 0.09%
83,406
-779
-0.9% -$1.99K
VGK icon
59
Vanguard FTSE Europe ETF
VGK
$29.9B
$159K 0.08%
1,931
-36
-2% -$3.1K
GXC icon
60
State Street SPDR S&P China ETF
GXC
$448M
$122K 0.06%
1,307
+54
+4% +$5.34K
NUHY icon
61
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$118K 0.06%
5,595
-5
-0.1% -$107
ETHO icon
62
Amplify Etho Climate Leadership US ETF
ETHO
$186M
$83.2K 0.04%
1,260
-83
-6% -$5.64K
ESML icon
63
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$71.1K 0.04%
1,512
-119
-7% -$5.77K
ESGD icon
64
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
$69.6K 0.03%
728
-67
-8% -$6.63K
ESGE icon
65
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$69.3K 0.03%
1,525
-133
-8% -$6.29K
UUP icon
66
Invesco DB US Dollar Index Bullish Fund
UUP
$433M
$66.1K 0.03%
2,378
+71
+3% +$1.94K
GNR icon
67
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.6B
$59K 0.03%
790
-3
-0.4% -$212
EWX icon
68
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$696M
$57K 0.03%
862
+45
+6% +$3.04K
VNQ icon
69
Vanguard Real Estate ETF
VNQ
$38.7B
$51.8K 0.03%
584
+49
+9% +$4.49K
STCE icon
70
Schwab Crypto Thematic ETF
STCE
$239M
$40.9K 0.02%
786
+106
+16% +$6.47K
IEUS icon
71
iShares MSCI Europe Small-Cap ETF
IEUS
$175M
$38.6K 0.02%
582
-12
-2% -$840
GLD icon
72
SPDR Gold Trust
GLD
$131B
$35.2K 0.02%
82
– –
ECNS icon
73
iShares MSCI China Small-Cap ETF
ECNS
$64M
$30.8K 0.02%
947
+59
+7% +$2.04K
EWJ icon
74
iShares MSCI Japan ETF
EWJ
$22.4B
$29.5K 0.01%
350
-34
-9% -$2.94K
INDA icon
75
iShares MSCI India ETF
INDA
$6.81B
$26.8K 0.01%
573
+93
+19% +$4.76K
1 2
3
4 5

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