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
-$925K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.1M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$763K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$513K

Top Sells

1
+$4.13M
2
+$2.31M
3
+$1.04M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

Sector Composition

1 Technology 0.22%
2 Consumer Staples 0.18%
3 Energy 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.28K ﹤0.01%
147
+1
77
$5.05K ﹤0.01%
98
+4
78
$3.95K ﹤0.01%
51
79
$3.83K ﹤0.01%
183
+7
80
$3.12K ﹤0.01%
50
-12,778
81
$3K ﹤0.01%
182
82
$2.86K ﹤0.01%
6
83
$2.74K ﹤0.01%
23
-1
84
$2.6K ﹤0.01%
156
+3
85
$1.66K ﹤0.01%
37
+1
86
$1.61K ﹤0.01%
64
87
$1.6K ﹤0.01%
40
+1
88
$1.37K ﹤0.01%
18
+2
89
$1.26K ﹤0.01%
70
+1
90
– –
0
91
– –
-112
92
– –
-20
93
– –
-61
94
– –
-85
95
– –
-75
96
– –
-36,180
97
– –
-195,426
98
– –
-29,057
99
– –
-206
100
– –
-52
1 2 3
4
5