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
$121M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$907K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$762K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$464K

Top Sells

1
+$1.63M
2
+$687K
3
+$56.3K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$48.1K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$44.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92.4K 0.08%
1,004
-275
52
$88.8K 0.07%
3,610
+161
53
$69.8K 0.06%
2,728
+881
54
$64.3K 0.05%
1,338
+76
55
$63K 0.05%
2,618
+83
56
$45K 0.04%
862
-29
57
$31.8K 0.03%
1,533
+54
58
$30.7K 0.03%
907
-34
59
$30.1K 0.02%
513
-172
60
$25.2K 0.02%
350
-13
61
$24.8K 0.02%
788
-32
62
$24.1K 0.02%
476
+17
63
$23.3K 0.02%
686
-37
64
$21.1K 0.02%
143
-10
65
$21.1K 0.02%
473
-31
66
$20.9K 0.02%
264
-2
67
$19K 0.02%
104
-9
68
$18.5K 0.02%
471
+51
69
$16.7K 0.01%
1,101
-175
70
$15.1K 0.01%
945
+64
71
$14.5K 0.01%
425
+20
72
$12.9K 0.01%
211
+8
73
$12.1K 0.01%
528
-54
74
$10.4K 0.01%
310
+36
75
$8.85K 0.01%
323
-70
1 2
3
4