4FG
4Thought Financial Group Portfolio holdings
AUM
$188M
This Quarter Return
-5.32%
1 Year Return
+9.43%
3 Year Return
+31.44%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(-4.6%)
Cap. Flow
+$778K
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
63.27%
Holding
100
New
–
Increased
30
Reduced
56
Closed
9
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$438K |
| 2 |
Vanguard Value ETF
VTV
|
$316K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$312K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$311K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$290K |
Top Sells
| 1 |
Mondelez International
MDLZ
|
$330K |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$317K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$303K |
| 4 |
Research Solutions
RSSS
|
$150K |
| 5 |
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
|
$96.5K |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Staples | 0% |
| 3 | Healthcare | 0% |
| 4 | Technology | 0% |
| 5 | Utilities | 0% |
