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
$162M
AUM Growth
+$710K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.83M
3
+$1.03M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$611K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$601K

Top Sells

1
+$2.72M
2
+$1.48M
3
+$952K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$678K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$633K

Sector Composition

1 Consumer Staples 0.21%
2 Technology 0.14%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.08%
1,566
-48
52
$110K 0.07%
5,203
-173
53
$96.7K 0.06%
3,389
+123
54
$71.1K 0.04%
1,292
-89
55
$66.5K 0.04%
1,903
-45
56
$66.1K 0.04%
810
-59
57
$66.1K 0.04%
1,721
+81
58
$35.3K 0.02%
835
+59
59
$28.9K 0.02%
510
+57
60
$25.7K 0.02%
612
-27
61
$23.3K 0.01%
81
-9
62
$22.5K 0.01%
101
+2
63
$21.9K 0.01%
425
+44
64
$19.2K 0.01%
1,227
+89
65
$18.4K 0.01%
1,056
-48
66
$16.4K 0.01%
403
-10
67
$14.6K 0.01%
527
+7
68
$14.5K 0.01%
562
+234
69
$13.8K 0.01%
255
+64
70
$13K 0.01%
556
+27
71
$11.6K 0.01%
228
+102
72
$6.76K ﹤0.01%
193
-6
73
$6.49K ﹤0.01%
157
+11
74
$6.24K ﹤0.01%
223
+40
75
$6.16K ﹤0.01%
188
+41
1 2
3
4