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
$202M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.29M
3
+$818K
4
AAPL icon
Apple
AAPL
+$542K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$389K

Top Sells

1
+$2.6M
2
+$755K
3
+$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
$547M
$279K 0.14%
7,042
-428
BWX icon
52
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.48B
$256K 0.13%
11,678
-569
SPYX icon
53
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.77B
$251K 0.12%
4,727
+103
DSI icon
54
iShares MSCI KLD 400 Social ETF
DSI
$5.34B
$250K 0.12%
2,061
+58
SUSB icon
55
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.09B
$239K 0.12%
9,529
+19
EAGG icon
56
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.76B
$237K 0.12%
4,989
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$657B
$206K 0.1%
641
+21
RSSS icon
58
Research Solutions
RSSS
$72.9M
$188K 0.09%
83,406
-779
VGK icon
59
Vanguard FTSE Europe ETF
VGK
$30.5B
$159K 0.08%
1,931
-36
GXC icon
60
State Street SPDR S&P China ETF
GXC
$466M
$122K 0.06%
1,307
+54
NUHY icon
61
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$118K 0.06%
5,595
-5
ETHO icon
62
Amplify Etho Climate Leadership US ETF
ETHO
$179M
$83.2K 0.04%
1,260
-83
ESML icon
63
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.4B
$71.1K 0.04%
1,512
-119
ESGD icon
64
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$69.6K 0.03%
728
-67
ESGE icon
65
iShares ESG Aware MSCI EM ETF
ESGE
$7.12B
$69.3K 0.03%
1,525
-133
UUP icon
66
Invesco DB US Dollar Index Bullish Fund
UUP
$335M
$66.1K 0.03%
2,378
+71
GNR icon
67
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.86B
$59K 0.03%
790
-3
EWX icon
68
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$742M
$57K 0.03%
862
+45
VNQ icon
69
Vanguard Real Estate ETF
VNQ
$36.8B
$51.8K 0.03%
584
+49
STCE icon
70
Schwab Crypto Thematic ETF
STCE
$334M
$40.9K 0.02%
786
+106
IEUS icon
71
iShares MSCI Europe Small-Cap ETF
IEUS
$192M
$38.6K 0.02%
582
-12
GLD icon
72
SPDR Gold Trust
GLD
$152B
$35.2K 0.02%
82
ECNS icon
73
iShares MSCI China Small-Cap ETF
ECNS
$72.3M
$30.8K 0.02%
947
+59
EWJ icon
74
iShares MSCI Japan ETF
EWJ
$21.5B
$29.5K 0.01%
350
-34
INDA icon
75
iShares MSCI India ETF
INDA
$6.78B
$26.8K 0.01%
573
+93
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