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
$161M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$2.18M
3
+$1.01M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$593K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$390K

Top Sells

1
+$1.79M
2
+$968K
3
+$370K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$96.3K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$8.52K

Sector Composition

1 Consumer Staples 0.23%
2 Technology 0.21%
3 Consumer Discretionary 0.06%
4 Financials 0.02%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.61K ﹤0.01%
23
+4
102
$2.53K ﹤0.01%
184
+3
103
$2.38K ﹤0.01%
156
+4
104
$1.68K ﹤0.01%
65
+2
105
$1.66K ﹤0.01%
37
+1
106
$1.59K ﹤0.01%
40
+2
107
$1.27K ﹤0.01%
17
+4
108
$1.19K ﹤0.01%
70
-2
109
– –
0
1 2 3 4
5