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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$581K
3
+$402K
4
PFE icon
Pfizer
PFE
+$219K
5
KVUE icon
Kenvue
KVUE
+$118K

Top Sells

1
+$2.69M
2
+$2.23M
3
+$934K
4
AAPL icon
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
META icon
26
Meta Platforms (Facebook)
META
$1.44T
$641K 0.29%
1,121
+8
AMD icon
27
Advanced Micro Devices
AMD
$836B
$412K 0.19%
2,027
-658
COST icon
28
Costco
COST
$428B
$303K 0.14%
304
-2
JPM icon
29
JPMorgan Chase
JPM
$894B
$232K 0.11%
788
-21
GE icon
30
GE Aerospace
GE
$373B
$231K 0.11%
815
+1
GEV icon
31
GE Vernova
GEV
$282B
$212K 0.1%
243
T icon
32
AT&T
T
$156B
$208K 0.09%
7,164
+54
V icon
33
Visa
V
$628B
$207K 0.09%
684
+1
GILD icon
34
Gilead Sciences
GILD
$156B
$186K 0.08%
1,335
+8
ADP icon
35
Automatic Data Processing
ADP
$87.4B
$179K 0.08%
882
+6
ACGL icon
36
Arch Capital
ACGL
$32.3B
$157K 0.07%
1,640
CSCO icon
37
Cisco
CSCO
$462B
$155K 0.07%
2,000
IBM icon
38
IBM
IBM
$247B
$136K 0.06%
559
+4
NFLX icon
39
Netflix
NFLX
$324B
$124K 0.06%
1,290
+115
GLW icon
40
Corning
GLW
$151B
$109K 0.05%
798
+1
HD icon
41
Home Depot
HD
$327B
$107K 0.05%
325
+2
F icon
42
Ford
F
$55.6B
$98.2K 0.04%
8,514
+68
ASML icon
43
ASML
ASML
$720B
$79.3K 0.04%
60
UNH icon
44
UnitedHealth
UNH
$363B
$74.6K 0.03%
276
+2
WMT icon
45
Walmart Inc
WMT
$940B
$70.6K 0.03%
568
+1
TXN icon
46
Texas Instruments
TXN
$275B
$70.3K 0.03%
362
-4
AVGO icon
47
Broadcom
AVGO
$1.87T
$66.8K 0.03%
216
-14
TMO icon
48
Thermo Fisher Scientific
TMO
$172B
$64.1K 0.03%
130
-21
IRM icon
49
Iron Mountain
IRM
$37.3B
$63.1K 0.03%
618
+7
DBX icon
50
Dropbox
DBX
$6.16B
$60.2K 0.03%
2,650
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