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
$188M
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.47M
3
+$2.17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.14M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.09M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.02M
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$459K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$433K

Sector Composition

1 Consumer Staples 0.18%
2 Technology 0.13%
3 Communication Services 0.01%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.39K ﹤0.01%
229
+6
77
$7.25K ﹤0.01%
198
+5
78
$6.21K ﹤0.01%
193
+5
79
$6.12K ﹤0.01%
159
+2
80
$5.17K ﹤0.01%
90
+1
81
$4.87K ﹤0.01%
38
82
$3.66K ﹤0.01%
39
+1
83
$3.65K ﹤0.01%
184
+6
84
$3.6K ﹤0.01%
192
+8
85
$2.54K ﹤0.01%
81
+2
86
$2.34K ﹤0.01%
30
+1
87
$1.97K ﹤0.01%
40
88
$1.95K ﹤0.01%
43
+1
89
$1.42K ﹤0.01%
76
+2
90
– –
0
1 2 3
4