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
$162M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$416K
3
+$215K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$112K
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$62.6K

Top Sells

1
+$3.59M
2
+$2.43M
3
+$1.07M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$628K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$442K

Sector Composition

1 Consumer Staples 0.26%
2 Technology 0.22%
3 Consumer Discretionary 0.08%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.76K ﹤0.01%
182
-2
102
$2.6K ﹤0.01%
93
103
$1.78K ﹤0.01%
36
-1
104
$1.74K ﹤0.01%
64
-1
105
$1.69K ﹤0.01%
39
-1
106
$1.29K ﹤0.01%
16
-1
107
$1.28K ﹤0.01%
69
-1
108
– –
0
109
– –
-3,107
1 2 3 4
5