FA

Financial Avengers Portfolio holdings

AUM $233M
1-Year Est. Return 30.03%
This Quarter Est. Return
1 Year Est. Return
+30.03%
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 +$447K
2 +$410K
3 +$217K
4
ADBE icon
Adobe
ADBE
+$150K
5
TIC
TIC Solutions Inc
TIC
+$120K

Top Sells

1 +$1.22M
2 +$1.14M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$789K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$558K

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
TMO icon
51
Thermo Fisher Scientific
TMO
$211B
$73.3K 0.03%
151
GLW icon
52
Corning
GLW
$73.2B
$65.2K 0.03%
794
+3
AEP icon
53
American Electric Power
AEP
$61.3B
$62.4K 0.03%
555
-45
IRM icon
54
Iron Mountain
IRM
$23.5B
$61.9K 0.03%
607
+5
LC icon
55
LendingClub
LC
$2.12B
$60.8K 0.03%
4,000
WMT icon
56
Walmart Inc. Common Stock
WMT
$922B
$58.4K 0.03%
567
+1
ASML icon
57
ASML
ASML
$394B
$58.1K 0.03%
60
CLX icon
58
Clorox
CLX
$12.4B
$57.9K 0.02%
470
+5
MCHP icon
59
Microchip Technology
MCHP
$34.6B
$55K 0.02%
856
-69
ISRG icon
60
Intuitive Surgical
ISRG
$197B
$53.7K 0.02%
120
FSLR icon
61
First Solar
FSLR
$27.3B
$52K 0.02%
236
-50
VRTX icon
62
Vertex Pharmaceuticals
VRTX
$114B
$49K 0.02%
125
-15
TMFG icon
63
Motley Fool Global Opportunities ETF
TMFG
$371M
$46.4K 0.02%
1,551
KO icon
64
Coca-Cola
KO
$304B
$42.9K 0.02%
647
-231
PEP icon
65
PepsiCo
PEP
$205B
$42.2K 0.02%
300
+2
EBAY icon
66
eBay
EBAY
$37.4B
$40.8K 0.02%
448
+1
AHR icon
67
American Healthcare REIT
AHR
$8.49B
$38.9K 0.02%
926
INTC icon
68
Intel
INTC
$172B
$38.5K 0.02%
1,146
+100
DHR icon
69
Danaher
DHR
$157B
$36.7K 0.02%
185
TAK icon
70
Takeda Pharmaceutical
TAK
$45.7B
$36.6K 0.02%
2,500
-855
UL icon
71
Unilever
UL
$143B
$35.8K 0.02%
603
+3
EQR icon
72
Equity Residential
EQR
$23.6B
$35.8K 0.02%
552
+5
JSTC icon
73
Adasina Social Justice All Cap Global ETF
JSTC
$257M
$31.3K 0.01%
1,541
HSY icon
74
Hershey
HSY
$38.3B
$29.9K 0.01%
160
-9
VEEV icon
75
Veeva Systems
VEEV
$35.4B
$29.8K 0.01%
100