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
$215M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$584K
2 +$496K
3 +$352K
4
ADBE icon
Adobe
ADBE
+$212K
5
KVUE icon
Kenvue
KVUE
+$208K

Top Sells

1 +$2.25M
2 +$442K
3 +$419K
4
NVDA icon
NVIDIA
NVDA
+$348K
5
TSLA icon
Tesla
TSLA
+$318K

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
MCHP icon
51
Microchip Technology
MCHP
$33.7B
$65.1K 0.03%
925
+6
AVGO icon
52
Broadcom
AVGO
$1.75T
$63K 0.03%
229
-269
VRTX icon
53
Vertex Pharmaceuticals
VRTX
$109B
$62.3K 0.03%
140
AEP icon
54
American Electric Power
AEP
$64.4B
$62.3K 0.03%
600
-101
KO icon
55
Coca-Cola
KO
$296B
$62.1K 0.03%
878
+7
IRM icon
56
Iron Mountain
IRM
$30.4B
$61.8K 0.03%
602
+6
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$61.2K 0.03%
151
CLX icon
58
Clorox
CLX
$13.7B
$55.8K 0.03%
465
+4
WMT icon
59
Walmart
WMT
$807B
$55.3K 0.03%
566
+3
TAK icon
60
Takeda Pharmaceutical
TAK
$42.5B
$51.9K 0.02%
3,355
-645
ED icon
61
Consolidated Edison
ED
$35.1B
$48.6K 0.02%
484
+4
LC icon
62
LendingClub
LC
$2.01B
$48.1K 0.02%
4,000
-1,000
ASML icon
63
ASML
ASML
$411B
$48.1K 0.02%
+60
FSLR icon
64
First Solar
FSLR
$28.6B
$47.3K 0.02%
286
-22
TMFG icon
65
Motley Fool Global Opportunities ETF
TMFG
$398M
$47.1K 0.02%
1,551
GLW icon
66
Corning
GLW
$72B
$41.6K 0.02%
791
-496
PEP icon
67
PepsiCo
PEP
$200B
$39.3K 0.02%
298
+3
EQR icon
68
Equity Residential
EQR
$22.6B
$36.9K 0.02%
547
+6
UL icon
69
Unilever
UL
$148B
$36.7K 0.02%
600
+3
DHR icon
70
Danaher
DHR
$152B
$36.5K 0.02%
185
+1
AHR icon
71
American Healthcare REIT
AHR
$7.64B
$34K 0.02%
926
SSNC icon
72
SS&C Technologies
SSNC
$20.7B
$33.3K 0.02%
402
-104
EBAY icon
73
eBay
EBAY
$36.8B
$33.3K 0.02%
447
+2
JSTC icon
74
Adasina Social Justice All Cap Global ETF
JSTC
$254M
$30.5K 0.01%
1,541
+7
EVRG icon
75
Evergy
EVRG
$17.7B
$29.6K 0.01%
429
+4