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
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$267K
3
+$29.2K
4
SBUX icon
Starbucks
SBUX
+$19.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.5K

Top Sells

1
+$915K
2
+$306K
3
+$162K
4
SCHW icon
Charles Schwab
SCHW
+$159K
5
TSLA icon
Tesla
TSLA
+$119K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.2%
3,700
27
$218K 0.18%
912
+4
28
$163K 0.13%
7,273
-227
29
$143K 0.12%
2,280
30
$140K 0.11%
1,193
+8
31
$124K 0.1%
339
+1
32
$106K 0.09%
336
+2
33
$106K 0.09%
1,232
+10
34
$101K 0.08%
4,200
35
$101K 0.08%
917
+5
36
$98.5K 0.08%
474
+1
37
$95.4K 0.08%
711
+4
38
$93.4K 0.08%
205
+1
39
$92.9K 0.08%
1,900
40
$80.5K 0.07%
350
41
$63.4K 0.05%
3,441
+110
42
$61.4K 0.05%
874
+4
43
$61K 0.05%
369
+2
44
$58.7K 0.05%
1,125
+1
45
$58.6K 0.05%
766
46
$58.2K 0.05%
413
+4
47
$57.8K 0.05%
200
48
$57.4K 0.05%
150
-175
49
$54.3K 0.04%
400
-100
50
$52.8K 0.04%
6,000
1
2
3 4 5