FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$577K
2
+$487K
3
+$339K
4
KVUE icon
Kenvue
KVUE
+$226K
5
ADBE icon
Adobe
ADBE
+$211K

Top Sells

1
+$2.12M
2
+$413K
3
+$399K
4
TSLA icon
Tesla
TSLA
+$301K
5
NVDA icon
NVIDIA
NVDA
+$277K

Sector Composition

1 Technology 31.63%
2 Financials 26.39%
3 Consumer Discretionary 15.04%
4 Communication Services 13.14%
5 Healthcare 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$693K 0.32%
939
-111
27
$531K 0.25%
3,742
28
$304K 0.14%
308
+1
29
$268K 0.12%
868
+5
30
$241K 0.11%
680
+1
31
$237K 0.11%
817
+3
32
$209K 0.1%
812
+2
33
$203K 0.09%
7,004
+50
34
$162K 0.08%
549
+3
35
$154K 0.07%
1,150
-400
36
$152K 0.07%
1,665
37
$145K 0.07%
1,310
+10
38
$139K 0.06%
2,000
-551
39
$139K 0.06%
6,000
-4,000
40
$129K 0.06%
243
41
$127K 0.06%
1,200
42
$117K 0.05%
319
+2
43
$109K 0.05%
525
+3
44
$103K 0.05%
329
+3
45
$98.2K 0.05%
722
+3
46
$96.8K 0.05%
3,386
47
$90.1K 0.04%
8,301
-207,796
48
$86.1K 0.04%
278
49
$79.1K 0.04%
1,114
+7
50
$65.2K 0.03%
120
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