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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$17.7M
3
+$8.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.22M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.32%
2 Financials 23.02%
3 Technology 22.17%
4 Communication Services 16.51%
5 Healthcare 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.05%
+331
52
$56K 0.05%
+375
53
$54K 0.04%
+784
54
$54K 0.04%
+150
55
$54K 0.04%
+5,500
56
$53K 0.04%
+1,009
57
$50K 0.04%
+906
58
$47K 0.04%
+150
59
$45K 0.04%
+1,026
60
$45K 0.04%
+401
61
$43K 0.04%
+501
62
$42K 0.03%
+906
63
$41K 0.03%
+150
64
$40K 0.03%
+3,394
65
$40K 0.03%
+204
66
$38K 0.03%
+411
67
$38K 0.03%
+216
68
$33K 0.03%
+3,402
69
$32K 0.03%
+770
70
$30K 0.02%
+412
71
$29K 0.02%
+810
72
$29K 0.02%
+250
73
$29K 0.02%
+700
74
$28K 0.02%
+356
75
$27K 0.02%
+463
1 2
3
4 5