4FG
4Thought Financial Group Portfolio holdings
AUM
$188M
1-Year Est. Return
9.43%
1 Year Est. Return
+9.43%
AUM
$104M
AUM Growth
–
Holding
102
Top Buys
| 1 | +$23.8M | |
| 2 | +$8.56M | |
| 3 | +$5.38M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.18M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$3.88M |
Top Sells
No sells this quarter
Sector Composition
New
Increased
Maintained
Reduced
Closed
Stocks
ETFs
Mega Cap
Over $200B
Large Cap
$10B to $200B
Mid Cap
$2B to $10B
Small Cap
$250M to $2B
Micro Cap
Under $250M
Communication Services
Consumer Discretionary
Consumer Staples
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Financials
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Materials
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Consumer Discretionary
Apparel Manufacturing
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Consumer Staples
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Education & Training Services
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Asset Management
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Financial Conglomerates
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Industrial Distribution
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Metal Fabrication
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Coking Coal
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Other Industrial Metals & Mining
Other Precious Metals & Mining
Paper & Paper Products
Silver
Specialty Chemicals
Steel
Real Estate
Diversified REIT
Healthcare Facilities REIT
Hotel & Motel REIT
Industrial REIT
Mortgage REIT
Office REIT
Real Estate Development
Real Estate Diversified
Real Estate Services
Residential REIT
Retail REIT
Specialty REIT
Technology
Communication Equipment
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Consumer Electronics
Electronic Components
Electronics & Computer Distribution
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Semiconductor Equipment & Materials
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Software - Application
Software - Infrastructure
Solar
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Diversified Utilities
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Independent Power Producers
Renewable Electricity
Water Utilities