We are live on ! Find out more
FA

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
$219M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$609K
2 +$581K
3 +$402K
4
PFE icon
Pfizer
PFE
+$219K
5
KVUE icon
Kenvue
KVUE
+$118K

Top Sells

1 +$2.69M
2 +$2.23M
3 +$934K
4
AAPL icon
Apple
AAPL
+$891K
5
SCHW
Charles Schwab
SCHW
+$584K

Sector Composition

1 Technology 29.95%
2 Financials 23.82%
3 Communication Services 15.66%
4 Consumer Discretionary 13.11%
5 Healthcare 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
51
Nike
NKE
$65.4B
$59.9K 0.03%
1,134
+8
TIC
52
TIC Solutions Inc
TIC
$1.79B
$59.2K 0.03%
9,000
MCHP icon
53
Microchip Technology
MCHP
$51B
$56.1K 0.03%
868
+6
VRTX icon
54
Vertex Pharmaceuticals
VRTX
$116B
$55.8K 0.03%
125
AEP icon
55
American Electric Power
AEP
$69.8B
$54.3K 0.02%
414
-91
ISRG icon
56
Intuitive Surgical
ISRG
$142B
$50.7K 0.02%
110
INTC icon
57
Intel
INTC
$609B
$50.6K 0.02%
1,146
LC icon
58
LendingClub
LC
$2.17B
$50.1K 0.02%
3,500
KO icon
59
Coca-Cola
KO
$344B
$49.9K 0.02%
657
ADSK icon
60
Autodesk
ADSK
$40.8B
$47.9K 0.02%
200
TAK icon
61
Takeda Pharmaceutical
TAK
$48.7B
$46.3K 0.02%
2,500
FSLR icon
62
First Solar
FSLR
$27.4B
$44.4K 0.02%
225
CLX icon
63
Clorox
CLX
$11.5B
$44.1K 0.02%
425
-50
TMFG icon
64
Motley Fool Global Opportunities ETF
TMFG
$353M
$43.9K 0.02%
1,555
EBAY icon
65
eBay
EBAY
$47.9B
$41.1K 0.02%
451
+1
CAT icon
66
Caterpillar
CAT
$440B
$35.7K 0.02%
50
PEP icon
67
PepsiCo
PEP
$194B
$35.5K 0.02%
229
-34
TSM icon
68
TSMC
TSM
$2.24T
$35.5K 0.02%
105
DHR icon
69
Danaher
DHR
$126B
$35.2K 0.02%
186
+1
EAGG icon
70
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.84B
$34.5K 0.02%
+727
EQR icon
71
Equity Residential
EQR
$24.2B
$33.4K 0.02%
565
+6
HSY icon
72
Hershey
HSY
$35.6B
$32K 0.01%
154
-7
UL icon
73
Unilever
UL
$125B
$30.6K 0.01%
537
TGT icon
74
Target
TGT
$58.1B
$30.6K 0.01%
252
+2
JSTC icon
75
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$30.3K 0.01%
1,554