4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.47M
3
+$2.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.09M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.02M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$459K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$433K

Sector Composition

1 Consumer Staples 0.18%
2 Technology 0.13%
3 Communication Services 0.01%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$141K 0.07%
3,192
+128
52
$140K 0.07%
1,598
+32
53
$114K 0.06%
5,238
+35
54
$91.9K 0.05%
3,418
+29
55
$79.8K 0.04%
1,372
+80
56
$72.6K 0.04%
1,855
-48
57
$71.5K 0.04%
801
-9
58
$69.8K 0.04%
1,688
-33
59
$40.3K 0.02%
864
+29
60
$32.3K 0.02%
520
+10
61
$27.6K 0.01%
617
+5
62
$24.8K 0.01%
81
63
$23.9K 0.01%
428
+3
64
$21.5K 0.01%
1,065
+9
65
$20.2K 0.01%
1,239
+12
66
$18.9K 0.01%
409
+6
67
$18.5K 0.01%
257
+2
68
$17.1K 0.01%
541
+14
69
$16.7K 0.01%
578
+16
70
$15K 0.01%
570
+14
71
$14.1K 0.01%
233
+5
72
$13K 0.01%
+74
73
$12K 0.01%
57
+27
74
$11.8K 0.01%
187
+87
75
$11.6K 0.01%
153
+76
1 2
3
4