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
$111M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.36M
3
+$1.21M
4
BSJU icon
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
+$413K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$389K

Top Sells

1
+$4.09M
2
+$639K
3
+$616K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$351K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$181K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$86K 0.08%
2,992
-816
52
$84K 0.08%
3,449
+27
53
$60K 0.05%
2,535
+15
54
$59K 0.05%
1,262
+4
55
$47K 0.04%
1,847
-538
56
$44K 0.04%
891
-23
57
$37K 0.03%
685
-201
58
$30K 0.03%
1,479
+3
59
$29K 0.03%
941
-272
60
$25K 0.02%
820
+41
61
$24K 0.02%
363
-28
62
$24K 0.02%
723
+5
63
$22K 0.02%
459
-125
64
$21K 0.02%
153
-10
65
$21K 0.02%
266
-29
66
$21K 0.02%
504
-56
67
$19K 0.02%
1,276
-376
68
$19K 0.02%
113
-34
69
$18K 0.02%
420
-124
70
$14K 0.01%
881
-221
71
$13K 0.01%
582
-156
72
$13K 0.01%
405
-111
73
$11K 0.01%
203
-56
74
$11K 0.01%
393
-82
75
$10K 0.01%
274
-74
1 2
3
4