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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$183K 0.14%
492
-5
27
$178K 0.13%
2,816
+1,659
28
$173K 0.13%
350
29
$170K 0.13%
7,700
+4,800
30
$164K 0.12%
761
-4
31
$161K 0.12%
1,210
32
$159K 0.12%
+400
33
$153K 0.11%
2,363
-130
34
$124K 0.09%
1,001
-168
35
$115K 0.09%
1,586
+12
36
$115K 0.09%
475
+75
37
$111K 0.08%
3,000
38
$109K 0.08%
2,830
-50
39
$104K 0.08%
342
-39
40
$103K 0.08%
930
+310
41
$103K 0.08%
485
+33
42
$99K 0.07%
190
-5
43
$97K 0.07%
745
+50
44
$84K 0.06%
552
+98
45
$79K 0.06%
223
+37
46
$78K 0.06%
415
+375
47
$78K 0.06%
1,199
+37
48
$78K 0.06%
600
49
$73K 0.05%
384
+2
50
$72K 0.05%
1,500
-750
1
2
3 4 5