4FG

4Thought Financial Group Portfolio holdings

AUM $188M
This Quarter Return
-1.16%
1 Year Return
+9.43%
3 Year Return
+31.44%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$710K
Cap. Flow
+$2.8M
Cap. Flow %
1.73%
Top 10 Hldgs %
67.69%
Holding
90
New
–
Increased
53
Reduced
33
Closed
1

Top Buys

1
$2.82M
2
$1.83M
3
$1.03M
4
$611K
5
$601K

Top Sells

1
$2.72M
2
$1.48M
3
$952K
4
$678K
5
$633K

Sector Composition

1Consumer Staples0.21%
2Technology0.14%
3Energy0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$135K0.08% 1,566
-48
-3%
-$4.13K
$110K0.07% 5,203
-173
-3%
-$3.66K
$96.7K0.06% 3,389
+123
+4%
+$3.51K
$71.1K0.04% 1,292
-89
-6%
-$4.9K
$66.5K0.04% 1,903
-45
-2%
-$1.57K
$66.1K0.04% 810
-59
-7%
-$4.82K
$66.1K0.04% 1,721
+81
+5%
+$3.11K
$35.3K0.02% 835
+59
+8%
+$2.5K
$28.9K0.02% 510
+57
+13%
+$3.23K
$25.7K0.02% 612
-27
-4%
-$1.13K
$23.3K0.01% 81
-9
-10%
-$2.59K
$22.5K0.01% 101
+2
+2%
+$445
$21.9K0.01% 425
+44
+12%
+$2.26K
$19.2K0.01% 1,227
+89
+8%
+$1.4K
$18.4K0.01% 1,056
-48
-4%
-$835
$16.4K0.01% 403
-10
-2%
-$407
$14.6K0.01% 527
+7
+1%
+$194
$14.5K0.01% 562
+234
+71%
+$6.05K
$13.8K0.01% 255
+64
+34%
+$3.46K
$13K0.01% 556
+27
+5%
+$632
$11.6K0.01% 228
+102
+81%
+$5.19K
$6.76K﹤0.01% 193
-6
-3%
-$210
$6.49K﹤0.01% 157
+11
+8%
+$455
$6.24K﹤0.01% 223
+40
+22%
+$1.12K
$6.16K﹤0.01% 188
+41
+28%
+$1.34K
1 01234