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
$152M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.7M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M

Top Sells

1
+$7.39M
2
+$7.27M
3
+$90.2K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$81.8K
5
CN
Xtrackers MSCI All China Equity ETF
CN
+$78.1K

Sector Composition

1 Consumer Staples 0.26%
2 Technology 0.25%
3 Consumer Discretionary 0.06%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
61
77
$16.6K 0.01%
1,141
+266
78
$15.6K 0.01%
408
+14
79
$15.2K 0.01%
124
80
$12.8K 0.01%
519
+23
81
$12.7K 0.01%
189
-7
82
$12K 0.01%
502
+208
83
$10.7K 0.01%
38
84
$10.3K 0.01%
52
85
$10.1K 0.01%
311
+5
86
$9.89K 0.01%
20
87
$9.46K 0.01%
125
88
$8.44K 0.01%
122
+1
89
$7.8K 0.01%
80
90
$6.5K ﹤0.01%
14
91
$6.42K ﹤0.01%
192
-2,697
92
$6.32K ﹤0.01%
143
+27
93
$6.28K ﹤0.01%
75
94
$5.39K ﹤0.01%
150
+15
95
$4.64K ﹤0.01%
95
-11
96
$4.18K ﹤0.01%
177
-53
97
$3.14K ﹤0.01%
49
+3
98
$2.68K ﹤0.01%
181
+22
99
$2.52K ﹤0.01%
93
100
$2.36K ﹤0.01%
152
+37
1 2 3
4
5