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
$244M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$896K
2 +$849K
3 +$360K
4
PFE icon
Pfizer
PFE
+$293K
5
VZ icon
Verizon
VZ
+$194K

Top Sells

1 +$1.15M
2 +$739K
3 +$624K
4
AAPL icon
Apple
AAPL
+$620K
5
AXP icon
American Express
AXP
+$308K

Sector Composition

1 Technology 31.86%
2 Financials 24.4%
3 Communication Services 15.82%
4 Consumer Discretionary 13.3%
5 Healthcare 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ASML icon
51
ASML
ASML
$522B
$64.2K 0.03%
60
TXN icon
52
Texas Instruments
TXN
$174B
$63.4K 0.03%
366
-163
WMT icon
53
Walmart Inc
WMT
$972B
$63.2K 0.03%
567
ISRG icon
54
Intuitive Surgical
ISRG
$170B
$62.3K 0.03%
110
-10
ADSK icon
55
Autodesk
ADSK
$52.4B
$59.2K 0.02%
200
-50
FSLR icon
56
First Solar
FSLR
$21.2B
$58.8K 0.02%
225
-11
AEP icon
57
American Electric Power
AEP
$70.8B
$58.2K 0.02%
505
-50
VRTX icon
58
Vertex Pharmaceuticals
VRTX
$115B
$56.7K 0.02%
125
MCHP icon
59
Microchip Technology
MCHP
$35B
$54.9K 0.02%
862
+6
IRM icon
60
Iron Mountain
IRM
$31.3B
$50.7K 0.02%
611
+4
CLX icon
61
Clorox
CLX
$13.1B
$47.9K 0.02%
475
+5
TMFG icon
62
Motley Fool Global Opportunities ETF
TMFG
$343M
$46.9K 0.02%
1,555
+4
KO icon
63
Coca-Cola
KO
$327B
$45.9K 0.02%
657
+10
DHR icon
64
Danaher
DHR
$135B
$42.4K 0.02%
185
INTC icon
65
Intel
INTC
$225B
$42.3K 0.02%
1,146
EBAY icon
66
eBay
EBAY
$41.1B
$39.2K 0.02%
450
+2
TAK icon
67
Takeda Pharmaceutical
TAK
$57B
$39K 0.02%
2,500
PEP icon
68
PepsiCo
PEP
$210B
$37.8K 0.02%
263
-37
EQR icon
69
Equity Residential
EQR
$22.6B
$35.2K 0.01%
559
+7
UL icon
70
Unilever
UL
$136B
$35.1K 0.01%
537
+1
MDB icon
71
MongoDB
MDB
$21.6B
$33.6K 0.01%
80
TSM icon
72
TSMC
TSM
$1.76T
$31.9K 0.01%
105
JSTC icon
73
Adasina Social Justice All Cap Global ETF
JSTC
$256M
$31.5K 0.01%
1,554
+13
AKRE
74
Akre Focus ETF
AKRE
$6.91B
$30.2K 0.01%
+461
GLD icon
75
SPDR Gold Trust
GLD
$167B
$29.7K 0.01%
75
+10