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
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$330K
3
+$319K
4
SBUX icon
Starbucks
SBUX
+$284K
5
INTC icon
Intel
INTC
+$257K

Top Sells

1
+$138K
2
+$124K
3
+$109K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103K
5
SCHW icon
Charles Schwab
SCHW
+$75.6K

Sector Composition

1 Financials 28.98%
2 Consumer Discretionary 23.5%
3 Technology 23.41%
4 Communication Services 13.04%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205K 0.17%
908
+5
27
$155K 0.13%
7,500
-2,500
28
$118K 0.1%
350
29
$116K 0.09%
325
-25
30
$109K 0.09%
338
+127
31
$104K 0.09%
2,280
-500
32
$100K 0.08%
4,200
33
$99K 0.08%
1,185
+3
34
$96K 0.08%
204
+10
35
$95K 0.08%
697
+63
36
$93K 0.08%
1,900
-350
37
$92K 0.08%
334
+2
38
$88K 0.07%
912
+3
39
$84K 0.07%
473
+1
40
$75K 0.06%
1,222
+14
41
$74K 0.06%
707
-11
42
$66K 0.05%
6,000
-1,512
43
$61K 0.05%
500
44
$58K 0.05%
200
-50
45
$57K 0.05%
367
+3
46
$57K 0.05%
766
47
$53K 0.04%
870
+4
48
$51K 0.04%
3,331
+463
49
$49K 0.04%
409
+5
50
$47K 0.04%
205
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