4FG
4Thought Financial Group Portfolio holdings
AUM
$188M
This Quarter Return
+4.63%
1 Year Return
+9.43%
3 Year Return
+31.44%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+9.9%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
67.89%
Holding
115
New
–
Increased
56
Reduced
31
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.04M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.7M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.54M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.51M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.25M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.26% |
| 2 | Technology | 0.25% |
| 3 | Consumer Discretionary | 0.06% |
| 4 | Financials | 0.03% |
| 5 | Industrials | 0.02% |
