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Financial Avengers Portfolio holdings
AUM
$219M
1-Year Est. Return
26.12%
This Fund
S&P 500
1 Year Est. Return
+26.12%
AUM
$219M
AUM Growth
-$24.7M
(-10%)
Holding
154
Top Buys
| 1 | +$609K | |
| 2 | +$581K | |
| 3 | +$402K | |
| 4 |
Pfizer
PFE
|
+$219K |
| 5 |
Kenvue
KVUE
|
+$118K |
Top Sells
| 1 | +$2.69M | |
| 2 | +$2.23M | |
| 3 | +$934K | |
| 4 |
Apple
AAPL
|
+$891K |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$584K |
Sector Composition
| 1 | Technology | 29.95% |
| 2 | Financials | 23.82% |
| 3 | Communication Services | 15.66% |
| 4 | Consumer Discretionary | 13.11% |
| 5 | Healthcare | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.95T
| $28.8M | 13.12% |
164,973
-14,670
|
|
||
2
Amazon
AMZN
$2.56T
| $22.3M | 10.16% |
106,966
-4,243
|
|
||
|
3
Apple
AAPL
$4.33T
| $21.8M | 9.95% |
86,019
-3,423
|
|
||
4
Alphabet (Google) Class C
GOOG
$4.43T
| $21.1M | 9.62% |
73,553
-7,083
|
|
||
5
Berkshire Hathaway Class B
BRK.B
$1.06T
| $17.4M | 7.94% |
36,328
-838
|
|
||
|
SCHW
6
Charles Schwab
SCHW
$164B
| $13.2M | 6.02% |
140,399
-5,955
|
|
||
7
Johnson & Johnson
JNJ
$561B
| $11.5M | 5.25% |
47,093
-2,353
|
|
||
8
American Express
AXP
$232B
| $11.1M | 5.08% |
36,860
-1,353
|
|
||
9
Bank of America
BAC
$402B
| $8.33M | 3.8% |
170,934
-7,700
|
|
||
10
Microsoft
MSFT
$2.81T
| $5.78M | 2.63% |
15,608
-5
|
|
||
11
Shopify
SHOP
$141B
| $5.64M | 2.57% |
47,560
+201
|
|
||
12
Verizon
VZ
$191B
| $5.47M | 2.49% |
108,969
+8,678
|
|
||
13
Procter & Gamble
PG
$349B
| $5.41M | 2.47% |
37,488
+270
|
|
||
14
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| $5.19M | 2.37% |
101,248
+11,229
|
|
||
15
Walt Disney
DIS
$175B
| $4.87M | 2.22% |
50,553
+286
|
|
||
16
Vanguard Total Bond Market
BND
$157B
| $4.49M | 2.05% |
60,930
+8,207
|
|
||
17
Starbucks
SBUX
$113B
| $3.93M | 1.79% |
43,813
-341
|
|
||
|
18
Pfizer
PFE
$148B
| $3.32M | 1.51% |
118,107
+8,210
|
|
||
19
Tesla
TSLA
$1.49T
| $2.18M | 0.99% |
5,860
|
|
||
20
Adobe
ADBE
$78.3B
| $2.08M | 0.95% |
8,551
+159
|
|
||
|
21
Alphabet (Google) Class A
GOOGL
$4.45T
| $1.9M | 0.87% |
6,620
-1,234
|
|
||
|
22
Kenvue
KVUE
$34.6B
| $1.85M | 0.84% |
107,194
+6,645
|
|
||
23
3M
MMM
$83.2B
| $1.51M | 0.69% |
10,366
-60
|
|
||
|
24
Berkshire Hathaway Class A
BRK.A
$1.06T
| $1.44M | 0.65% |
2
|
|
||
25
Eli Lilly
LLY
$992B
| $1.12M | 0.51% |
1,223
-135
|
|