4FG

4Thought Financial Group Portfolio holdings

AUM $198M
1-Year Est. Return 9.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.66M
3
+$907K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$762K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$464K

Top Sells

1
+$1.63M
2
+$687K
3
+$56.3K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$48.1K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$44.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.79K 0.01%
131
-34
77
$7.58K 0.01%
111
-45
78
$5.13K ﹤0.01%
133
+17
79
$4.78K ﹤0.01%
105
+17
80
$4.59K ﹤0.01%
141
-130
81
$3.82K ﹤0.01%
247
+37
82
$2.77K ﹤0.01%
51
+10
83
$2.52K ﹤0.01%
123
-12
84
$2.42K ﹤0.01%
171
+11
85
$1.92K ﹤0.01%
67
-6
86
$1.86K ﹤0.01%
37
+1
87
$1.39K ﹤0.01%
45
-1
88
$1.05K ﹤0.01%
58
+7
89
– –
-453
90
– –
-91
1 2 3
4