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
$161M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.18M
3
+$1.01M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$593K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$390K

Top Sells

1
+$1.79M
2
+$968K
3
+$370K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$96.3K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$8.52K

Sector Composition

1 Consumer Staples 0.23%
2 Technology 0.21%
3 Consumer Discretionary 0.06%
4 Financials 0.02%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.4K 0.01%
1,132
-7
77
$16.3K 0.01%
218
-20
78
$16K 0.01%
61
79
$15.3K 0.01%
413
+5
80
$12.9K 0.01%
528
+9
81
$12.5K 0.01%
189
82
$12.3K 0.01%
124
83
$12K 0.01%
506
+4
84
$11K 0.01%
125
85
$10.2K 0.01%
20
86
$10.1K 0.01%
52
87
$9.68K 0.01%
38
88
$8.66K 0.01%
317
+6
89
$8.03K 0.01%
80
90
$7.65K ﹤0.01%
75
91
$6.91K ﹤0.01%
122
92
$6.81K ﹤0.01%
195
+3
93
$6.24K ﹤0.01%
148
-2
94
$6.14K ﹤0.01%
14
95
$6K ﹤0.01%
148
+5
96
$5.19K ﹤0.01%
96
+1
97
$4.38K ﹤0.01%
179
+2
98
$3.13K ﹤0.01%
52
+3
99
$2.75K ﹤0.01%
6
+2
100
$2.64K ﹤0.01%
93
1 2 3
4
5