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
$124M
AUM Growth
-$973K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.05M
3
+$782K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$324K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$301K

Top Sells

1
+$1.44M
2
+$522K
3
+$127K
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$79.2K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.1K 0.01%
122
+1
77
$5.18K ﹤0.01%
134
+1
78
$4.67K ﹤0.01%
121
+1
79
$4.34K ﹤0.01%
98
+1
80
$3.91K ﹤0.01%
228
+1
81
$2.54K ﹤0.01%
47
+1
82
$2.44K ﹤0.01%
159
+1
83
$1.96K ﹤0.01%
114
+1
84
$1.66K ﹤0.01%
63
85
$1.54K ﹤0.01%
35
+1
86
$1.29K ﹤0.01%
43
+1
87
$956 ﹤0.01%
55
+1
88
$221 ﹤0.01%
+2
89
$220 ﹤0.01%
+1
90
$115 ﹤0.01%
+2
1 2 3
4