4A
4D Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
51.02%
This Fund
S&P 500
1 Year Est. Return
+51.02%
AUM
$182M
AUM Growth
-$5.37M
(-2.9%)
Holding
52
Top Buys
| 1 | +$8.82M | |
| 2 | +$6.7M | |
| 3 | +$6.48M | |
| 4 |
ACV Auctions
ACVA
|
+$6.07M |
| 5 |
Dave Inc
DAVE
|
+$5.38M |
Top Sells
| 1 | +$9.34M | |
| 2 | +$7.45M | |
| 3 | +$6.09M | |
| 4 |
Guidewire Software
GWRE
|
+$5.75M |
| 5 |
Onto Innovation
ONTO
|
+$5.68M |
Sector Composition
| 1 | Industrials | 34.09% |
| 2 | Technology | 25.3% |
| 3 | Consumer Staples | 18.92% |
| 4 | Consumer Discretionary | 12.5% |
| 5 | Materials | 4.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Veeva Systems
VEEV
$29.8B
| – | – |
-25,000
|
|
||
|
ALM
52
Almonty Industries
ALM
$4.96B
| – | – |
-400,000
|
|