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
$125M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$815K
3
+$645K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$645K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$395K

Top Sells

1
+$1.01M
2
+$907K
3
+$202K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$201K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$194K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$85.6K 0.07%
3,127
-269
52
$65.7K 0.05%
2,538
-190
53
$62.7K 0.05%
2,623
+5
54
$62.2K 0.05%
1,318
-20
55
$47.6K 0.04%
893
+31
56
$31.8K 0.03%
+943
57
$28.8K 0.02%
855
-52
58
$26.9K 0.02%
756
+70
59
$25.5K 0.02%
806
+18
60
$25.1K 0.02%
344
-6
61
$23.1K 0.02%
440
-36
62
$21.3K 0.02%
446
-27
63
$20.7K 0.02%
132
-11
64
$19.4K 0.02%
245
-19
65
$18.7K 0.01%
428
-43
66
$17K 0.01%
95
-9
67
$14.8K 0.01%
1,014
-87
68
$13.8K 0.01%
394
-31
69
$12.8K 0.01%
870
-75
70
$12.3K 0.01%
194
-17
71
$11.1K 0.01%
493
-35
72
$9.78K 0.01%
301
-22
73
$8.47K 0.01%
288
-22
74
$7.71K 0.01%
+288
75
$7.55K 0.01%
121
-10
1 2
3
4