FA
Financial Avengers Portfolio holdings
AUM
$215M
1-Year Est. Return
19.96%
1 Year Est. Return
+19.96%
AUM
$215M
AUM Growth
+$18M
(+9.1%)
Holding
150
Top Buys
| 1 | +$584K | |
| 2 | +$496K | |
| 3 | +$352K | |
| 4 |
Adobe
ADBE
|
+$212K |
| 5 |
Kenvue
KVUE
|
+$208K |
Top Sells
| 1 | +$2.25M | |
| 2 | +$442K | |
| 3 | +$419K | |
| 4 |
NVIDIA
NVDA
|
+$348K |
| 5 |
Tesla
TSLA
|
+$318K |
Sector Composition
| 1 | Technology | 31.63% |
| 2 | Financials | 26.39% |
| 3 | Consumer Discretionary | 15.04% |
| 4 | Communication Services | 13.14% |
| 5 | Healthcare | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.93T
| $30.4M | 14.11% |
192,362
-2,202
|
|
||
2
Amazon
AMZN
$2.6T
| $26.2M | 12.18% |
119,640
-2,015
|
|
||
3
Apple
AAPL
$4.01T
| $19.5M | 9.03% |
94,849
-2,043
|
|
||
4
Berkshire Hathaway Class B
BRK.B
$1.03T
| $18.6M | 8.65% |
38,375
-130
|
|
||
5
Alphabet (Google) Class C
GOOG
$3.4T
| $15.5M | 7.18% |
87,237
-487
|
|
||
6
Charles Schwab
SCHW
$172B
| $14.1M | 6.55% |
154,540
-1,507
|
|
||
7
American Express
AXP
$248B
| $12.9M | 5.98% |
40,394
-55
|
|
||
8
Bank of America
BAC
$392B
| $9.02M | 4.19% |
190,566
-2,037
|
|
||
9
Microsoft
MSFT
$3.85T
| $8.06M | 3.74% |
16,201
+45
|
|
||
10
Johnson & Johnson
JNJ
$455B
| $7.54M | 3.5% |
49,345
+874
|
|
||
11
Walt Disney
DIS
$202B
| $6.38M | 2.96% |
51,409
-1,566
|
|
||
12
Procter & Gamble
PG
$351B
| $6.05M | 2.81% |
37,994
+53
|
|
||
13
Shopify
SHOP
$226B
| $5.24M | 2.43% |
45,470
-100
|
|
||
14
Verizon
VZ
$168B
| $4.03M | 1.87% |
93,136
+3,306
|
|
||
15
Starbucks
SBUX
$91.9B
| $3.9M | 1.81% |
42,585
+603
|
|
||
16
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.2B
| $3.31M | 1.53% |
64,262
+9,642
|
|
||
|
17
Adobe
ADBE
$142B
| $3.06M | 1.42% |
7,912
+548
|
|
||
18
Vanguard Total Bond Market
BND
$137B
| $2.64M | 1.22% |
35,801
+7,937
|
|
||
19
Pfizer
PFE
$140B
| $2.18M | 1.01% |
89,792
+14,524
|
|
||
|
20
Kenvue
KVUE
$27.6B
| $2.13M | 0.99% |
101,722
+9,920
|
|
||
|
21
Tesla
TSLA
$1.52T
| $1.87M | 0.87% |
5,880
-1,000
|
|
||
|
22
Berkshire Hathaway Class A
BRK.A
$1.03T
| $1.46M | 0.68% |
2
|
|
||
23
3M
MMM
$88.4B
| $1.39M | 0.64% |
9,103
+628
|
|
||
|
24
Alphabet (Google) Class A
GOOGL
$3.4T
| $1.35M | 0.63% |
7,675
-118
|
|
||
25
Eli Lilly
LLY
$774B
| $1.23M | 0.57% |
1,580
-3
|
|