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Financial Avengers Portfolio holdings

AUM $219M
1-Year Est. Return 26.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$442K
2
+$406K
3
+$210K
4
ADBE icon
Adobe
ADBE
+$152K
5
KVUE icon
Kenvue
KVUE
+$106K

Top Sells

1
+$1.18M
2
+$1.14M
3
+$929K
4
AAPL icon
Apple
AAPL
+$700K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$537K

Sector Composition

1 Technology 33.44%
2 Financials 24.78%
3 Communication Services 14.29%
4 Consumer Discretionary 13.7%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.32%
1,022
+83
27
$485K 0.21%
3,000
-742
28
$285K 0.12%
308
29
$256K 0.11%
872
+4
30
$254K 0.11%
806
-11
31
$245K 0.11%
813
+1
32
$233K 0.1%
681
+1
33
$199K 0.09%
7,053
+49
34
$156K 0.07%
552
+3
35
$151K 0.07%
1,665
36
$150K 0.06%
243
37
$146K 0.06%
1,319
+9
38
$144K 0.06%
1,200
+50
39
$137K 0.06%
2,000
40
$130K 0.06%
321
+2
41
$120K 0.05%
+9,000
42
$114K 0.05%
331
+2
43
$101K 0.04%
1,200
44
$100K 0.04%
8,378
+77
45
$97.1K 0.04%
725
+3
46
$97.1K 0.04%
529
+4
47
$87.6K 0.04%
2,900
-486
48
$79.4K 0.03%
250
-28
49
$78.1K 0.03%
1,120
+6
50
$75.6K 0.03%
229
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