FA
Financial Avengers Portfolio holdings
AUM
$244M
1-Year Est. Return
27.95%
This Fund
S&P 500
1 Year Est. Return
+27.95%
AUM
$244M
AUM Growth
+$11.5M
(+4.9%)
Holding
148
Top Buys
| 1 | +$896K | |
| 2 | +$849K | |
| 3 | +$360K | |
| 4 |
Pfizer
PFE
|
+$293K |
| 5 |
Verizon
VZ
|
+$194K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$739K | |
| 3 | +$624K | |
| 4 |
Apple
AAPL
|
+$620K |
| 5 |
American Express
AXP
|
+$308K |
Sector Composition
| 1 | Technology | 31.86% |
| 2 | Financials | 24.4% |
| 3 | Communication Services | 15.82% |
| 4 | Consumer Discretionary | 13.3% |
| 5 | Healthcare | 6.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.56T
| $734K | 0.3% |
1,113
+91
|
|
||
27
Advanced Micro Devices
AMD
$325B
| $575K | 0.24% |
2,685
-315
|
|
||
28
Costco
COST
$435B
| $264K | 0.11% |
306
-2
|
|
||
29
JPMorgan Chase
JPM
$776B
| $261K | 0.11% |
809
+3
|
|
||
30
GE Aerospace
GE
$316B
| $251K | 0.1% |
814
+1
|
|
||
31
Visa
V
$575B
| $239K | 0.1% |
683
+2
|
|
||
32
Automatic Data Processing
ADP
$83.9B
| $225K | 0.09% |
876
+4
|
|
||
33
AT&T
T
$192B
| $177K | 0.07% |
7,110
+57
|
|
||
34
IBM
IBM
$236B
| $165K | 0.07% |
555
+3
|
|
||
35
Gilead Sciences
GILD
$175B
| $163K | 0.07% |
1,327
+8
|
|
||
36
GE Vernova
GEV
$231B
| $159K | 0.07% |
243
|
|
||
37
Arch Capital
ACGL
$33B
| $157K | 0.06% |
1,640
-25
|
|
||
38
Cisco
CSCO
$307B
| $154K | 0.06% |
2,000
|
|
||
39
Home Depot
HD
$329B
| $111K | 0.05% |
323
+2
|
|
||
40
Ford
F
$47B
| $111K | 0.05% |
8,446
+68
|
|
||
41
Netflix
NFLX
$400B
| $110K | 0.05% |
1,175
-25
|
|
||
42
Abbott
ABT
$189B
| $91.3K | 0.04% |
729
+4
|
|
||
|
TIC
43
TIC Solutions Inc
TIC
$1.7B
| $91K | 0.04% |
9,000
|
|
||
44
UnitedHealth
UNH
$258B
| $90.4K | 0.04% |
274
-57
|
|
||
45
Thermo Fisher Scientific
TMO
$173B
| $87.7K | 0.04% |
151
|
|
||
46
Broadcom
AVGO
$1.5T
| $79.4K | 0.03% |
230
+1
|
|
||
47
Dropbox
DBX
$5.84B
| $73.7K | 0.03% |
2,650
-250
|
|
||
48
Nike
NKE
$79.2B
| $71.8K | 0.03% |
1,126
+6
|
|
||
49
Corning
GLW
$111B
| $69.8K | 0.03% |
797
+3
|
|
||
50
LendingClub
LC
$1.53B
| $66.3K | 0.03% |
3,500
-500
|
|