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
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$8.34M
3
+$5.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.15M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24K 0.02%
+155
77
$24K 0.02%
+251
78
$24K 0.02%
+486
79
$22K 0.02%
+671
80
$20K 0.02%
+896
81
$17K 0.02%
+387
82
$15K 0.01%
+66
83
$13K 0.01%
+368
84
$13K 0.01%
+499
85
$11K 0.01%
+200
86
$10K 0.01%
+162
87
$8K 0.01%
+433
88
$8K 0.01%
+174
89
$8K 0.01%
+362
90
$7K 0.01%
+255
91
$6K 0.01%
+87
92
$6K 0.01%
+49
93
$6K 0.01%
+450
94
$6K 0.01%
+166
95
$6K 0.01%
+46
96
$5K ﹤0.01%
+79
97
$5K ﹤0.01%
+132
98
$4K ﹤0.01%
+58
99
$4K ﹤0.01%
+114
100
$4K ﹤0.01%
+51
1 2 3
4
5