4FG
4Thought Financial Group Portfolio holdings
AUM
$188M
This Quarter Return
-3.63%
1 Year Return
+9.43%
3 Year Return
+31.44%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-0.78%)
Cap. Flow
+$3.44M
Cap. Flow
% of AUM
2.76%
Top 10 Holdings %
Top 10 Hldgs %
68.48%
Holding
90
New
4
Increased
73
Reduced
11
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.76M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$782K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$324K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$301K |
