4A

4D Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 51.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+51.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.77M
2
+$8.59M
3
+$8.16M
4
GPI icon
Group 1 Automotive
GPI
+$7.91M
5
TNDM icon
Tandem Diabetes Care
TNDM
+$6.77M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 30.72%
2 Technology 19.62%
3 Consumer Discretionary 18.75%
4 Healthcare 16.93%
5 Materials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 7.13%
+100,000
2
$8.91M 6.25%
+15,000
3
$8.43M 5.91%
+20,000
4
$8.07M 5.66%
+40,000
5
$7.2M 5.05%
+200,000
6
$5.83M 4.09%
+75,000
7
$5.43M 3.81%
+125,000
8
$5.31M 3.73%
+35,000
9
$5.04M 3.53%
+40,000
10
$5.03M 3.53%
+8,500
11
$4.62M 3.24%
+50,000
12
$4.53M 3.18%
+22,500
13
$4.21M 2.95%
+20,000
14
$4.17M 2.92%
+25,000
15
$4.11M 2.89%
+40,000
16
$3.92M 2.75%
+85,000
17
$3.61M 2.53%
+50,000
18
$3.6M 2.53%
+8,500
19
$3.48M 2.44%
+500,000
20
$3.39M 2.38%
+60,000
21
$3.34M 2.34%
+300,000
22
$3.18M 2.23%
+415,000
23
$3.08M 2.16%
+40,000
24
$2.68M 1.88%
+7,500
25
$2.67M 1.87%
+100,000
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