4FG

4Thought Financial Group Portfolio holdings

AUM $202M
1-Year Est. Return 11.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$276K
3
+$210K
4
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$203K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$194K

Top Sells

1
+$1.28M
2
+$967K
3
+$293K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$204K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

1 Technology 0.16%
2 Consumer Staples 0.16%
3 Communication Services 0%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.38K ﹤0.01%
229
77
$6.76K ﹤0.01%
49
+11
78
$6.6K ﹤0.01%
193
79
$6.38K ﹤0.01%
157
-2
80
$5.72K ﹤0.01%
90
81
$3.94K ﹤0.01%
183
-1
82
$3.87K ﹤0.01%
39
83
$3.64K ﹤0.01%
193
+1
84
$3.27K ﹤0.01%
41
+11
85
$2.67K ﹤0.01%
81
86
$2.49K ﹤0.01%
41
+1
87
$1.97K ﹤0.01%
43
88
$1.49K ﹤0.01%
76
89
– –
-74
90
– –
0
1 2 3
4