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
$162M
AUM Growth
+$710K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$1.83M
3
+$1.03M
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$611K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$601K

Top Sells

1
+$2.72M
2
+$1.48M
3
+$952K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$678K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$633K

Sector Composition

1 Consumer Staples 0.21%
2 Technology 0.14%
3 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.68K ﹤0.01%
30
-41
77
$5.65K ﹤0.01%
100
-137
78
$5.56K ﹤0.01%
77
-95
79
$4.44K ﹤0.01%
38
+15
80
$4.23K ﹤0.01%
89
-9
81
$3.12K ﹤0.01%
178
+22
82
$3.12K ﹤0.01%
184
+2
83
$2.84K ﹤0.01%
38
-13
84
$2.34K ﹤0.01%
79
+15
85
$2.27K ﹤0.01%
29
+11
86
$1.77K ﹤0.01%
42
+5
87
$1.74K ﹤0.01%
40
88
$1.32K ﹤0.01%
74
+4
89
– –
0
90
– –
-2,612
1 2 3
4