4A
4D Advisors Portfolio holdings
AUM
$158M
1-Year Est. Return
92.73%
This Fund
S&P 500
1 Year Est. Return
+92.73%
AUM
$158M
AUM Growth
-$24.7M
(-14%)
Holding
54
Top Buys
| 1 | +$9.19M | |
| 2 | +$8.52M | |
| 3 | +$7.46M | |
| 4 |
Permian Resources
PR
|
+$5.18M |
| 5 |
AEBI
Aebi Schmidt Holding AG
AEBI
|
+$4.8M |
Top Sells
| 1 | +$6.76M | |
| 2 | +$6.09M | |
| 3 | +$6.01M | |
| 4 |
SGHC Ltd
SGHC
|
+$5.97M |
| 5 |
Turning Point Brands
TPB
|
+$5.57M |
Sector Composition
| 1 | Industrials | 53.81% |
| 2 | Technology | 24.78% |
| 3 | Consumer Staples | 10.67% |
| 4 | Materials | 4.65% |
| 5 | Energy | 4.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
SGHC Ltd
SGHC
$6.43B
| – | – |
-500,000
|
|
||
52
Transcat
TRNS
$846M
| – | – |
-60,000
|
|
||
53
Universal Technical Institute
UTI
$2.29B
| – | – |
-175,000
|
|
||
|
PAL
54
Proficient Auto Logistics
PAL
$166M
| – | – |
-200,000
|
|