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
$115M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.05M
3
+$426K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$379K
5
VTV icon
Vanguard Value ETF
VTV
+$376K

Top Sells

1
+$1.82M
2
+$1.24M
3
+$554K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$405K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$275K

Sector Composition

1 Consumer Staples 0.27%
2 Technology 0.19%
3 Healthcare 0.06%
4 Communication Services 0.02%
5 Utilities 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
0
1 2 3 4
5