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
$150M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$250K
3
+$246K
4
NVDA icon
NVIDIA
NVDA
+$191K
5
MSFT icon
Microsoft
MSFT
+$178K

Top Sells

1
+$118K
2
+$80K
3
+$63.9K
4
ABT icon
Abbott
ABT
+$58.5K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$30.4K

Sector Composition

1 Financials 26.63%
2 Consumer Discretionary 23.91%
3 Technology 22.32%
4 Communication Services 17.37%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.16%
709
+39
27
$226K 0.15%
350
28
$221K 0.15%
1,464
+463
29
$198K 0.13%
990
+5
30
$175K 0.12%
3,000
31
$174K 0.12%
1,196
+2
32
$171K 0.11%
7,900
+100
33
$160K 0.11%
411
+2
34
$151K 0.1%
2,158
-229
35
$151K 0.1%
2,816
36
$150K 0.1%
350
37
$139K 0.09%
1,176
-495
38
$116K 0.08%
190
39
$114K 0.08%
346
+2
40
$113K 0.08%
1,607
+11
41
$110K 0.07%
492
+1
42
$109K 0.07%
1,384
+681
43
$108K 0.07%
2,830
44
$101K 0.07%
224
+1
45
$91K 0.06%
557
+2
46
$89K 0.06%
600
47
$78K 0.05%
745
48
$77K 0.05%
335
+1
49
$75K 0.05%
388
+2
50
$73K 0.05%
400
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