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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$348K
3
+$262K
4
SBUX icon
Starbucks
SBUX
+$252K
5
PYPL icon
PayPal
PYPL
+$249K

Top Sells

1
+$334K
2
+$192K
3
+$73.1K
4
UNH icon
UnitedHealth
UNH
+$33.3K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$32.4K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$196K 0.13%
985
-18
27
$195K 0.13%
350
28
$194K 0.13%
1,671
+6
29
$188K 0.13%
7,800
+100
30
$184K 0.12%
1,194
-16
31
$172K 0.12%
1,125
+710
32
$170K 0.12%
2,816
33
$164K 0.11%
2,387
+24
34
$164K 0.11%
409
-83
35
$150K 0.1%
350
-50
36
$145K 0.1%
1,001
37
$143K 0.1%
3,000
38
$117K 0.08%
745
39
$115K 0.08%
491
+6
40
$113K 0.08%
1,596
+10
41
$110K 0.07%
2,830
42
$110K 0.07%
344
+2
43
$100K 0.07%
190
44
$91K 0.06%
600
45
$88K 0.06%
223
46
$86K 0.06%
555
+3
47
$81K 0.05%
400
-361
48
$80K 0.05%
1,200
+1
49
$77K 0.05%
334
+1
50
$74K 0.05%
386
+2
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2
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