4FG

4Thought Financial Group Portfolio holdings

AUM $198M
1-Year Est. Return 9.26%
This Quarter Est. Return
1 Year Est. Return
+9.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$815K
3
+$645K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$645K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$395K

Top Sells

1
+$1.01M
2
+$907K
3
+$202K
4
IBDW icon
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
+$201K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$194K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.97K ﹤0.01%
120
-13
77
$4.57K ﹤0.01%
97
-8
78
$4.37K ﹤0.01%
227
-20
79
$3.79K ﹤0.01%
133
-8
80
$2.51K ﹤0.01%
46
-5
81
$2.33K ﹤0.01%
158
-13
82
$2.2K ﹤0.01%
113
-10
83
$1.84K ﹤0.01%
63
-4
84
$1.7K ﹤0.01%
34
-3
85
$1.31K ﹤0.01%
42
-3
86
$979 ﹤0.01%
54
-4
87
– –
-513
88
– –
-1,533
89
– –
-391
90
– –
-111
91
– –
-2,023
92
– –
-1,004
1 2 3
4