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
$161M
AUM Growth
-$925K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.1M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$763K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$513K

Top Sells

1
+$4.13M
2
+$2.31M
3
+$1.04M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

Sector Composition

1 Technology 0.22%
2 Consumer Staples 0.18%
3 Energy 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$96.1K 0.06%
3,266
+145
52
$82.5K 0.05%
1,381
-73
53
$70.9K 0.04%
2,612
+47
54
$69K 0.04%
1,640
-83
55
$66.2K 0.04%
869
56
$65K 0.04%
1,948
-103
57
$29.7K 0.02%
776
+7
58
$27.3K 0.02%
639
+10
59
$26.5K 0.02%
453
+10
60
$23.8K 0.01%
99
+2
61
$21.8K 0.01%
90
62
$20K 0.01%
381
+4
63
$18.1K 0.01%
1,138
+2
64
$17.1K 0.01%
1,104
+2
65
$16.6K 0.01%
413
+7
66
$13.9K 0.01%
237
-30
67
$13.8K 0.01%
71
-8
68
$13.3K 0.01%
520
+22
69
$12.6K 0.01%
529
+9
70
$12.3K 0.01%
172
-12
71
$9.72K 0.01%
191
+5
72
$7.38K ﹤0.01%
328
+16
73
$6.87K ﹤0.01%
199
+7
74
$5.95K ﹤0.01%
146
+2
75
$5.89K ﹤0.01%
126
+5
1 2
3
4 5