4FG

4Thought Financial Group Portfolio holdings

AUM $188M
1-Year Est. Return 9.43%
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$8.56M
3 +$5.38M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.88M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3K ﹤0.01%
+97
102
$3K ﹤0.01%
+138