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4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
-1.79%
1 Year Est. Return
+11.53%
3 Year Est. Return
+30.99%
5 Year Est. Return
+23.5%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$294K
Cap. Flow
+$4.02M
Cap. Flow %
1.99%
Top 10 Hldgs %
68.94%
Holding
101
New
11
Increased
35
Reduced
50
Closed
2

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.85M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.29M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$818K
4
AAPL icon
Apple
AAPL
+$542K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$389K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.6M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$755K
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$632K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$538K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$513K

Sector Composition

1 Technology 0.35%
2 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASEA icon
76
Global X FTSE Southeast Asia ETF
ASEA
$97.8M
$24.8K 0.01%
1,278
+10
+0.8% +$195
AFK icon
77
VanEck Africa Index ETF
AFK
$98.4M
$19K 0.01%
740
-112
-13% -$3.11K
SCHC icon
78
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$18.1K 0.01%
388
-36
-8% -$1.74K
EWC icon
79
iShares MSCI Canada ETF
EWC
$6.05B
$16.8K 0.01%
306
-6
-2% -$333
EWZ icon
80
iShares MSCI Brazil ETF
EWZ
$9.31B
$16.5K 0.01%
431
-126
-23% -$4.61K
EWY icon
81
iShares MSCI South Korea ETF
EWY
$21B
$13.8K 0.01%
112
-45
-29% -$5.63K
EWA icon
82
iShares MSCI Australia ETF
EWA
$1.43B
$13.5K 0.01%
487
– –
EWW icon
83
iShares MSCI Mexico ETF
EWW
$1.88B
$13.5K 0.01%
179
-21
-11% -$1.59K
VUSE icon
84
Vident US Equity Strategy ETF
VUSE
$676M
$12.7K 0.01%
202
+3
+2% +$196
SDG icon
85
iShares MSCI Global Sustainable Development Goals ETF
SDG
$167M
$12.7K 0.01%
151
-6
-4% -$510
CRBN icon
86
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
$12.4K 0.01%
56
-1
-2% -$233
KSA icon
87
iShares MSCI Saudi Arabia ETF
KSA
$644M
$9.35K ﹤0.01%
235
+43
+22% +$1.65K
TUR icon
88
iShares MSCI Turkey ETF
TUR
$203M
$9.22K ﹤0.01%
239
-20
-8% -$788
VT icon
89
Vanguard Total World Stock ETF
VT
$77.6B
$8.51K ﹤0.01%
62
+4
+7% +$575
EPOL icon
90
iShares MSCI Poland ETF
EPOL
$697M
$6.5K ﹤0.01%
178
-7
-4% -$257
EWT icon
91
iShares MSCI Taiwan ETF
EWT
$10.4B
$6.14K ﹤0.01%
87
-2
-2% -$141
BSV icon
92
Vanguard Short-Term Bond ETF
BSV
$44.7B
$4.47K ﹤0.01%
57
+5
+10% +$394
EIS icon
93
iShares MSCI Israel ETF
EIS
$883M
$3.92K ﹤0.01%
34
-5
-13% -$600
UAE icon
94
iShares MSCI UAE ETF
UAE
$313M
$3.8K ﹤0.01%
204
+8
+4% +$160
EWH icon
95
iShares MSCI Hong Kong ETF
EWH
$1.17B
$2.92K ﹤0.01%
126
-9
-7% -$207
ECH icon
96
iShares MSCI Chile ETF
ECH
$1.04B
$2.14K ﹤0.01%
54
-19
-26% -$811
EPU icon
97
iShares MSCI Peru and Global Exposure ETF
EPU
$542M
$2K ﹤0.01%
25
-6
-19% -$507
ENZL icon
98
iShares MSCI New Zealand ETF
ENZL
$67.3M
$1.77K ﹤0.01%
42
+1
+2% +$46
QAT icon
99
iShares MSCI Qatar ETF
QAT
$65.9M
$1.61K ﹤0.01%
87
+1
+1% +$19
JNK icon
100
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.35B
– –
-3,223
Closed -$313K
1 2 3
4
5

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