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Heather Hale

@Thoroughbred Financial Services, Llc

Latest period2024 - Q3ReportedManaged Assets$1.55BTotal holdings656
Assets growth rate3.74%Assets growth rate (2-Q avg)23.76%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Thoroughbred Financial Services, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 656 positions.

Assets under management

The assets under management (AUM) of Thoroughbred Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.55B in assets, with a quarterly growth rate of 3.74% and a 2-quarter average growth rate of 23.76%. The portfolio is managed by Heather Hale, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLHYFranklin Templeton Etf Tr
Recent Activity
New Position
0.04%
$588,000
24,065 shares@ $24.44 avg price
KORPAmerican Centy Etf Tr
Recent Activity
New Position
0.04%
$503,000
10,419 shares@ $48.28 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$501,000
3,322 shares@ $150.82 avg price
FLXRTcw Etf Trust
Recent Activity
New Position
0.03%
$463,000
11,637 shares@ $39.79 avg price
KBKb Finl Group Inc
Recent Activity
New Position
0.03%
$422,000
6,835 shares@ $61.75 avg price
PAYCPaycom Software Inc
Recent Activity
New Position
0.03%
$390,000
2,342 shares@ $166.53 avg price
DBXDropbox Inc
Recent Activity
New Position
0.03%
$378,000
14,876 shares@ $25.42 avg price
DGTSpdr Ser Tr
Recent Activity
New Position
0.03%
$369,000
2,681 shares@ $137.64 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.03%
$313,000
6,541 shares@ $47.86 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.02%
$306,000
5,803 shares@ $52.74 avg price