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
$152M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.7M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M

Top Sells

1
+$7.39M
2
+$7.27M
3
+$90.2K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$81.8K
5
CN
Xtrackers MSCI All China Equity ETF
CN
+$78.1K

Sector Composition

1 Consumer Staples 0.26%
2 Technology 0.25%
3 Consumer Discretionary 0.06%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176K 0.12%
677
-47
52
$119K 0.08%
2,891
-220
53
$110K 0.07%
5,212
+2,587
54
$90K 0.06%
3,171
-2
55
$88.3K 0.06%
1,509
+362
56
$70.9K 0.05%
1,760
+657
57
$70.4K 0.05%
2,458
-94
58
$68.7K 0.05%
860
+341
59
$67.6K 0.04%
2,096
+918
60
$59.8K 0.04%
340
61
$53.9K 0.04%
128
62
$35.3K 0.02%
206
63
$29.2K 0.02%
780
-77
64
$26.6K 0.02%
633
-305
65
$26.1K 0.02%
68
66
$25K 0.02%
448
+7
67
$23.6K 0.02%
49
68
$19.8K 0.01%
384
-39
69
$19.5K 0.01%
112
70
$19.1K 0.01%
106
-29
71
$18.8K 0.01%
92
-2
72
$18.8K 0.01%
345
-90
73
$18.7K 0.01%
238
-42
74
$18.1K 0.01%
85
75
$17.2K 0.01%
1,139
+119
1 2
3
4 5