4FG
4Thought Financial Group Portfolio holdings
AUM
$202M
1-Year Est. Return
11.53%
This Fund
S&P 500
1 Year Est. Return
+11.53%
AUM
$202M
AUM Growth
+$294K
(+0.15%)
Holding
101
Top Buys
| 1 | +$2.85M | |
| 2 | +$1.29M | |
| 3 | +$818K | |
| 4 |
Apple
AAPL
|
+$542K |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$389K |
Top Sells
| 1 | +$2.6M | |
| 2 | +$755K | |
| 3 | +$632K | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$538K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$513K |
Sector Composition
| 1 | Technology | 0.35% |
| 2 | Consumer Staples | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.71B
| – | – |
-3,223
|
|