4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$276K
3
+$210K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$203K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$194K

Top Sells

1
+$1.28M
2
+$967K
3
+$293K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$204K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

1 Technology 0.16%
2 Consumer Staples 0.16%
3 Communication Services 0%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$168K 0.08%
1,598
52
$147K 0.07%
3,193
+1
53
$117K 0.06%
5,395
+157
54
$94K 0.05%
3,418
55
$87.6K 0.04%
1,376
+4
56
$76.6K 0.04%
1,764
-91
57
$74.9K 0.04%
1,661
-27
58
$72.6K 0.04%
780
-21
59
$42.4K 0.02%
867
+3
60
$35K 0.02%
520
61
$30.7K 0.02%
623
+6
62
$29K 0.01%
81
63
$26K 0.01%
1,066
+1
64
$22.3K 0.01%
428
65
$21.6K 0.01%
1,266
+27
66
$21.4K 0.01%
542
+1
67
$20.6K 0.01%
408
-1
68
$20.6K 0.01%
258
+1
69
$17.9K 0.01%
579
+1
70
$15.9K 0.01%
234
+1
71
$15.4K 0.01%
570
72
$12.8K 0.01%
193
+6
73
$12.8K 0.01%
56
-1
74
$12.5K 0.01%
151
-2
75
$8.28K ﹤0.01%
199
+1
1 2
3
4