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

Top Buys

1
+$4.41M
2
+$4.1M
3
+$1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$763K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$513K

Top Sells

1
+$4.13M
2
+$2.31M
3
+$1.04M
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$822K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$797K

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
– –
-125
102
– –
-124
103
– –
-68
104
– –
-14
105
– –
-49
106
– –
-38
107
– –
-128
108
– –
-93
109
– –
-80
110
– –
-340
1 2 3 4
5