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
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$1.22M
3
+$176K
4
ADBE icon
Adobe
ADBE
+$93.9K
5
SBUX icon
Starbucks
SBUX
+$90.3K

Top Sells

1
+$146M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$3.55M
5
AAPL icon
Apple
AAPL
+$729K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.13%
282
27
$217K 0.12%
908
-29
28
$210K 0.11%
413
-40
29
$180K 0.1%
1,780
30
$177K 0.09%
675
-13
31
$167K 0.09%
825
+4
32
$158K 0.08%
6,800
33
$128K 0.07%
807
-202
34
$122K 0.06%
6,376
+301
35
$117K 0.06%
339
-8
36
$107K 0.06%
551
+167
37
$99.8K 0.05%
181
+1
38
$94.5K 0.05%
140
39
$92.3K 0.05%
534
+5
40
$91.4K 0.05%
1,213
+5
41
$90.4K 0.05%
1,500
42
$89.7K 0.05%
1,307
+14
43
$89.6K 0.05%
1,021
+10
44
$86.1K 0.05%
829
+124
45
$82.3K 0.04%
900
+5
46
$80.6K 0.04%
1,696
47
$76.1K 0.04%
3,386
-474
48
$75.8K 0.04%
470
+270
49
$70.3K 0.04%
150
50
$67.7K 0.04%
8,000
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