4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 12.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.25%
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
+$4.65M
2
+$4.18M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$800K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$542K

Top Sells

1
+$4.13M
2
+$2.32M
3
+$1.08M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$820K

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
– –
-20
92
– –
-125
93
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-124
94
– –
-68
95
– –
-14
96
– –
-49
97
– –
-38
98
– –
-128
99
– –
-93
100
– –
-80
1 2 3
4
5