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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$157K
3
+$138K
4
INTC icon
Intel
INTC
+$97K
5
DIS icon
Walt Disney
DIS
+$87.9K

Top Sells

1
+$1.55M
2
+$1.01M
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$38.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$210K 0.16%
8,068
27
$204K 0.16%
916
+4
28
$157K 0.12%
7,273
29
$146K 0.11%
1,193
30
$138K 0.11%
+1,517
31
$138K 0.11%
2,030
-250
32
$126K 0.1%
1,900
33
$117K 0.09%
340
+1
34
$107K 0.08%
475
+1
35
$103K 0.08%
1,243
+11
36
$102K 0.08%
205
37
$99.9K 0.08%
339
+3
38
$96.9K 0.07%
457
+43
39
$93.3K 0.07%
921
+4
40
$93.2K 0.07%
715
+4
41
$73.5K 0.06%
877
+3
42
$71K 0.05%
3,688
+247
43
$70.4K 0.05%
9,762
+3,762
44
$69.2K 0.05%
372
+3
45
$67.1K 0.05%
880
-245
46
$65.6K 0.05%
766
47
$63K 0.05%
200
48
$62.2K 0.05%
286
49
$56.1K 0.04%
+760
50
$54.9K 0.04%
419
+6
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