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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.18%
12,090
+5,244
27
$261K 0.14%
343
+1
28
$230K 0.12%
937
+5
29
$222K 0.12%
453
-51
30
$203K 0.11%
282
+22
31
$191K 0.1%
688
+1
32
$164K 0.09%
1,780
33
$163K 0.09%
821
+68
34
$163K 0.09%
6,800
-200
35
$141K 0.07%
1,009
+63
36
$128K 0.07%
347
+2
37
$112K 0.06%
1,208
+4
38
$106K 0.06%
6,075
+308
39
$104K 0.06%
180
-10
40
$102K 0.05%
1,500
-100
41
$100K 0.05%
529
+25
42
$94.2K 0.05%
1,293
+13
43
$93.8K 0.05%
3,860
-941
44
$86K 0.05%
140
+5
45
$85.5K 0.05%
1,011
-101
46
$84.8K 0.04%
1,696
-845
47
$80.3K 0.04%
895
+4
48
$79K 0.04%
705
-230
49
$70.1K 0.04%
8,000
50
$66.5K 0.04%
384
+3
1
2
3 4 5