4FG

4Thought Financial Group Portfolio holdings

AUM $198M
1-Year Est. Return 9.26%
This Quarter Est. Return
1 Year Est. Return
+9.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$1.7M
3
+$1.54M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M

Top Sells

1
+$7.39M
2
+$7.27M
3
+$90.2K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$81.8K
5
CN
Xtrackers MSCI All China Equity ETF
CN
+$78.1K

Sector Composition

1 Consumer Staples 0.26%
2 Technology 0.25%
3 Consumer Discretionary 0.06%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.05K ﹤0.01%
19
+4
102
$1.99K ﹤0.01%
4
103
$1.68K ﹤0.01%
63
104
$1.63K ﹤0.01%
36
+1
105
$1.49K ﹤0.01%
38
-5
106
$1.26K ﹤0.01%
72
+18
107
$966 ﹤0.01%
13
+4
108
– –
0
109
– –
-287
110
– –
-218
111
– –
-213
112
– –
0
113
– –
-147
114
– –
-480
115
– –
-3,196
1 2 3 4
5