FA

Financial Avengers Portfolio holdings

AUM $215M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$584K
2 +$496K
3 +$352K
4
ADBE icon
Adobe
ADBE
+$212K
5
KVUE icon
Kenvue
KVUE
+$208K

Top Sells

1 +$2.25M
2 +$442K
3 +$419K
4
NVDA icon
NVIDIA
NVDA
+$348K
5
TSLA icon
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
META icon
26
Meta Platforms (Facebook)
META
$1.63T
$693K 0.32%
939
-111
AMD icon
27
Advanced Micro Devices
AMD
$416B
$531K 0.25%
3,742
COST icon
28
Costco
COST
$404B
$304K 0.14%
308
+1
ADP icon
29
Automatic Data Processing
ADP
$105B
$268K 0.12%
868
+5
V icon
30
Visa
V
$659B
$241K 0.11%
680
+1
JPM icon
31
JPMorgan Chase
JPM
$847B
$237K 0.11%
817
+3
GE icon
32
GE Aerospace
GE
$326B
$209K 0.1%
812
+2
T icon
33
AT&T
T
$176B
$203K 0.09%
7,004
+50
IBM icon
34
IBM
IBM
$287B
$162K 0.08%
549
+3
NFLX icon
35
Netflix
NFLX
$474B
$154K 0.07%
115
-40
ACGL icon
36
Arch Capital
ACGL
$31.7B
$152K 0.07%
1,665
GILD icon
37
Gilead Sciences
GILD
$149B
$145K 0.07%
1,310
+10
CSCO icon
38
Cisco
CSCO
$288B
$139K 0.06%
2,000
-551
NVEE
39
DELISTED
NV5 Global
NVEE
$139K 0.06%
6,000
-4,000
GEV icon
40
GE Vernova
GEV
$159B
$129K 0.06%
243
FTNT icon
41
Fortinet
FTNT
$66.2B
$127K 0.06%
1,200
HD icon
42
Home Depot
HD
$378B
$117K 0.05%
319
+2
TXN icon
43
Texas Instruments
TXN
$147B
$109K 0.05%
525
+3
UNH icon
44
UnitedHealth
UNH
$309B
$103K 0.05%
329
+3
ABT icon
45
Abbott
ABT
$215B
$98.2K 0.05%
722
+3
DBX icon
46
Dropbox
DBX
$7.83B
$96.8K 0.05%
3,386
F icon
47
Ford
F
$52.3B
$90.1K 0.04%
8,301
-207,796
ADSK icon
48
Autodesk
ADSK
$64.2B
$86.1K 0.04%
278
NKE icon
49
Nike
NKE
$95.5B
$79.1K 0.04%
1,114
+7
ISRG icon
50
Intuitive Surgical
ISRG
$189B
$65.2K 0.03%
120