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
$138M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$6.67M
3
+$3.63M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$856K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$796K

Top Sells

1
+$8.16M
2
+$2.73M
3
+$1.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.24M

Sector Composition

1 Consumer Staples 0.29%
2 Technology 0.24%
3 Consumer Discretionary 0.09%
4 Healthcare 0.07%
5 Financials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20.9K 0.02%
+49
77
$20.7K 0.01%
423
-7
78
$19.1K 0.01%
+112
79
$18K 0.01%
94
-2
80
$15.9K 0.01%
+61
81
$15.4K 0.01%
1,020
-15
82
$15.2K 0.01%
+85
83
$14.5K 0.01%
394
-2
84
$12.8K 0.01%
196
+1
85
$12.1K 0.01%
875
+1
86
$12.1K 0.01%
496
87
$11.3K 0.01%
+38
88
$11.2K 0.01%
+52
89
$11.2K 0.01%
+124
90
$10.7K 0.01%
306
+4
91
$10.5K 0.01%
+20
92
$8.61K 0.01%
2,889
+2,599
93
$8.33K 0.01%
+125
94
$8.24K 0.01%
121
-1
95
$7.54K 0.01%
+75
96
$7.53K 0.01%
294
+4
97
$6.73K ﹤0.01%
+80
98
$5.75K ﹤0.01%
+14
99
$5.2K ﹤0.01%
230
+2
100
$4.93K ﹤0.01%
116
-5
1 2 3
4
5