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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.7M
3
+$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$171K 0.14%
+1,210
27
$166K 0.14%
+1,169
28
$145K 0.12%
+2,493
29
$136K 0.11%
+350
30
$115K 0.09%
+1,050
31
$111K 0.09%
+2,250
32
$105K 0.09%
+195
33
$104K 0.09%
+2,880
34
$101K 0.08%
+381
35
$100K 0.08%
+1,700
36
$99K 0.08%
+452
37
$97K 0.08%
+1,574
38
$94K 0.08%
+400
39
$89K 0.07%
+3,000
40
$87K 0.07%
+695
41
$72K 0.06%
+600
42
$70K 0.06%
+758
43
$70K 0.06%
+186
44
$70K 0.06%
+620
45
$66K 0.05%
+907
46
$63K 0.05%
+1,162
47
$63K 0.05%
+382
48
$58K 0.05%
+454
49
$57K 0.05%
+2,900
50
$57K 0.05%
+1,157
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