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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
Verizon
VZ
+$125K

Sector Composition

1 Technology 32.54%
2 Financials 25.39%
3 Consumer Discretionary 19.61%
4 Communication Services 12.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$265K 0.16%
504
+2
27
$217K 0.13%
932
+5
28
$200K 0.12%
342
29
$197K 0.12%
6,846
+86
30
$194K 0.12%
7,000
31
$179K 0.11%
687
+2
32
$172K 0.1%
260
33
$142K 0.09%
4,801
-1,250
34
$132K 0.08%
1,780
35
$131K 0.08%
1,204
+4
36
$128K 0.08%
2,541
37
$128K 0.08%
753
+5
38
$120K 0.07%
345
+2
39
$104K 0.06%
1,280
+12
40
$103K 0.06%
935
+5
41
$101K 0.06%
190
42
$96.8K 0.06%
5,767
+100
43
$96.3K 0.06%
946
+1
44
$93.6K 0.06%
1,600
45
$90.3K 0.05%
1,112
+12
46
$82.5K 0.05%
504
+5
47
$80.3K 0.05%
891
+5
48
$69.9K 0.04%
8,000
49
$65.7K 0.04%
135
50
$64.9K 0.04%
381
+3
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