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
$124M
AUM Growth
-$973K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.05M
3
+$782K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$301K

Top Sells

1
+$1.44M
2
+$522K
3
+$127K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$79.2K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.05%
2,547
+9
52
$62.6K 0.05%
2,634
+11
53
$60K 0.05%
1,326
+8
54
$44.7K 0.04%
893
55
$32.6K 0.03%
952
+9
56
$31.5K 0.03%
+1,570
57
$28.5K 0.02%
862
+7
58
$25.5K 0.02%
757
+1
59
$24.5K 0.02%
808
+2
60
$23.8K 0.02%
345
+1
61
$23.6K 0.02%
442
+2
62
$23.2K 0.02%
939
-3,202
63
$20.7K 0.02%
442
-4
64
$19.7K 0.02%
131
-1
65
$19K 0.02%
430
+2
66
$18.1K 0.01%
243
-2
67
$16.4K 0.01%
96
+1
68
$15.1K 0.01%
1,035
+21
69
$13.3K 0.01%
396
+2
70
$12.3K 0.01%
874
+4
71
$11.5K 0.01%
195
+1
72
$10.7K 0.01%
496
+3
73
$9.27K 0.01%
302
+1
74
$8.32K 0.01%
290
+2
75
$7.87K 0.01%
290
+2
1 2
3
4