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
$202M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.09M
3
+$1.5M
4
VTV icon
Vanguard Value ETF
VTV
+$1.1M
5
BSJX
Invesco BulletShares 2033 High Yield Corporate Bond ETF
BSJX
+$437K

Top Sells

1
+$4.36M
2
+$1.64M
3
+$1.59M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.17M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$763K

Sector Composition

1 Consumer Staples 0.13%
2 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXC icon
51
State Street SPDR S&P China ETF
GXC
$487M
$121K 0.06%
1,253
-345
NUHY icon
52
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$121K 0.06%
5,600
+205
ETHO icon
53
Amplify Etho Climate Leadership US ETF
ETHO
$169M
$87.7K 0.04%
1,343
-33
ESGD icon
54
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.3B
$75.6K 0.04%
795
+15
ESML icon
55
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.34B
$75K 0.04%
1,631
-30
ESGE icon
56
iShares ESG Aware MSCI EM ETF
ESGE
$6.68B
$73.2K 0.04%
1,658
-106
UUP icon
57
Invesco DB US Dollar Index Bullish Fund
UUP
$352M
$62.4K 0.03%
2,307
-1,111
EWX icon
58
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$747M
$53.7K 0.03%
817
+297
GNR icon
59
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.85B
$49.3K 0.02%
+793
VNQ icon
60
Vanguard Real Estate ETF
VNQ
$37B
$47.3K 0.02%
+535
STCE icon
61
Schwab Crypto Thematic ETF
STCE
$278M
$40.8K 0.02%
+680
IEUS icon
62
iShares MSCI Europe Small-Cap ETF
IEUS
$187M
$40.7K 0.02%
+594
GLD icon
63
SPDR Gold Trust
GLD
$155B
$32.3K 0.02%
82
+1
EWJ icon
64
iShares MSCI Japan ETF
EWJ
$20.6B
$31K 0.02%
+384
ECNS icon
65
iShares MSCI China Small-Cap ETF
ECNS
$83.9M
$29.1K 0.01%
888
+346
INDA icon
66
iShares MSCI India ETF
INDA
$6.5B
$25.9K 0.01%
480
+52
ASEA icon
67
Global X FTSE Southeast Asia ETF
ASEA
$95.7M
$23.2K 0.01%
1,268
+2
AFK icon
68
VanEck Africa Index ETF
AFK
$121M
$22.8K 0.01%
852
-214
SCHC icon
69
Schwab International Small-Cap Equity ETF
SCHC
$5.55B
$19.3K 0.01%
+424
EWZ icon
70
iShares MSCI Brazil ETF
EWZ
$11.5B
$17.7K 0.01%
557
-22
EWC icon
71
iShares MSCI Canada ETF
EWC
$5.23B
$16.8K 0.01%
312
-96
EWY icon
72
iShares MSCI South Korea ETF
EWY
$21.5B
$15.3K 0.01%
157
-101
EWW icon
73
iShares MSCI Mexico ETF
EWW
$2.2B
$13.9K 0.01%
200
-34
CRBN icon
74
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.08B
$13.2K 0.01%
57
+1
SDG icon
75
iShares MSCI Global Sustainable Development Goals ETF
SDG
$170M
$13.2K 0.01%
157
+6
1 2
3
4