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
$111M
AUM Growth
+$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$761K
3
+$330K
4
RSSS icon
Research Solutions
RSSS
+$200K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$155K

Top Sells

1
+$1.1M
2
+$937K
3
+$716K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$268K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$214K

Sector Composition

1 Consumer Staples 0.3%
2 Technology 0.22%
3 Healthcare 0.07%
4 Communication Services 0.03%
5 Utilities 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5