FA
Financial Avengers Portfolio holdings
AUM
$233M
1-Year Est. Return
30.03%
1 Year Est. Return
+30.03%
AUM
$233M
AUM Growth
+$17.1M
(+7.9%)
Holding
144
Top Buys
| 1 | +$447K | |
| 2 | +$410K | |
| 3 | +$217K | |
| 4 |
Adobe
ADBE
|
+$150K |
| 5 |
TIC
TIC Solutions Inc
TIC
|
+$120K |
Top Sells
| 1 | +$1.22M | |
| 2 | +$1.14M | |
| 3 | +$1.08M | |
| 4 |
Apple
AAPL
|
+$789K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$558K |
Sector Composition
| 1 | Technology | 33.44% |
| 2 | Financials | 24.78% |
| 3 | Communication Services | 14.29% |
| 4 | Consumer Discretionary | 13.7% |
| 5 | Healthcare | 5.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.64T
| $750K | 0.32% |
1,022
+83
|
|
||
27
Advanced Micro Devices
AMD
$323B
| $485K | 0.21% |
3,000
-742
|
|
||
28
Costco
COST
$383B
| $285K | 0.12% |
308
|
|
||
29
Automatic Data Processing
ADP
$107B
| $256K | 0.11% |
872
+4
|
|
||
30
JPMorgan Chase
JPM
$857B
| $254K | 0.11% |
806
-11
|
|
||
31
GE Aerospace
GE
$308B
| $245K | 0.11% |
813
+1
|
|
||
32
Visa
V
$664B
| $233K | 0.1% |
681
+1
|
|
||
33
AT&T
T
$173B
| $199K | 0.09% |
7,053
+49
|
|
||
34
IBM
IBM
$284B
| $156K | 0.07% |
552
+3
|
|
||
35
Arch Capital
ACGL
$34.8B
| $151K | 0.07% |
1,665
|
|
||
36
GE Vernova
GEV
$167B
| $150K | 0.06% |
243
|
|
||
37
Gilead Sciences
GILD
$151B
| $146K | 0.06% |
1,319
+9
|
|
||
38
Netflix
NFLX
$402B
| $144K | 0.06% |
1,200
+50
|
|
||
39
Cisco
CSCO
$300B
| $137K | 0.06% |
2,000
|
|
||
40
Home Depot
HD
$355B
| $130K | 0.06% |
321
+2
|
|
||
|
TIC
41
TIC Solutions Inc
TIC
$2.24B
| $120K | 0.05% |
+9,000
|
|
||
42
UnitedHealth
UNH
$300B
| $114K | 0.05% |
331
+2
|
|
||
43
Fortinet
FTNT
$59B
| $101K | 0.04% |
1,200
|
|
||
44
Ford
F
$53B
| $100K | 0.04% |
8,378
+77
|
|
||
45
Abbott
ABT
$220B
| $97.1K | 0.04% |
725
+3
|
|
||
46
Texas Instruments
TXN
$159B
| $97.1K | 0.04% |
529
+4
|
|
||
47
Dropbox
DBX
$7.19B
| $87.6K | 0.04% |
2,900
-486
|
|
||
48
Autodesk
ADSK
$62.1B
| $79.4K | 0.03% |
250
-28
|
|
||
49
Nike
NKE
$97.1B
| $78.1K | 0.03% |
1,120
+6
|
|
||
50
Broadcom
AVGO
$1.54T
| $75.6K | 0.03% |
229
|
|