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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
$161M
AUM Growth
-$925K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.18M
3
+$982K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$800K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$542K

Top Sells

1
+$4.13M
2
+$2.32M
3
+$1.08M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$820K

Sector Composition

1 Technology 0.22%
2 Consumer Staples 0.18%
3 Energy 0%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-75
102
– –
-36,180
103
– –
-195,426
104
– –
-29,057
105
– –
-206
106
– –
-52
107
– –
-93
108
– –
-20
109
– –
-61
110
– –
-85
1 2 3 4
5