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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$473K
3
+$459K
4
VZ icon
Verizon
VZ
+$451K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Top Sells

1
+$1.18M
2
+$499K
3
+$478K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$121K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$280K 0.18%
12,052
-1,000
27
$227K 0.14%
998
+4
28
$212K 0.13%
8,200
29
$196K 0.12%
350
30
$175K 0.11%
343
-69
31
$171K 0.11%
2,500
32
$159K 0.1%
1,179
33
$158K 0.1%
350
34
$136K 0.09%
613
-31
35
$129K 0.08%
224
36
$127K 0.08%
4,000
-500
37
$127K 0.08%
443
+1
38
$119K 0.07%
+7,512
39
$117K 0.07%
990
-190
40
$110K 0.07%
2,280
-550
41
$109K 0.07%
494
+1
42
$105K 0.07%
349
+2
43
$97K 0.06%
713
+3
44
$91K 0.06%
350
45
$79K 0.05%
2,050
-766
46
$76K 0.05%
1,415
+12
47
$71K 0.04%
1,193
-948
48
$71K 0.04%
190
49
$68K 0.04%
1,199
50
$68K 0.04%
500
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