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
$134M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$626K
3
+$507K
4
VZ icon
Verizon
VZ
+$415K
5
SBUX icon
Starbucks
SBUX
+$352K

Top Sells

1
+$1.34M
2
+$103K
3
+$36K
4
F icon
Ford
F
+$31K
5
SFIX icon
Stitch Fix
SFIX
+$29.5K

Sector Composition

1 Financials 26.4%
2 Consumer Discretionary 24.44%
3 Technology 21.12%
4 Communication Services 17.39%
5 Healthcare 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.05%
+600
52
$70K 0.05%
758
53
$66K 0.05%
854
+70
54
$64K 0.05%
909
+2
55
$62K 0.05%
333
+2
56
$56K 0.04%
5,500
57
$55K 0.04%
1,013
+4
58
$54K 0.04%
1,100
-600
59
$53K 0.04%
397
+296
60
$51K 0.04%
914
+8
61
$48K 0.04%
906
62
$43K 0.03%
217
+1
63
$42K 0.03%
+414
64
$41K 0.03%
205
+1
65
$40K 0.03%
3,394
66
$40K 0.03%
703
-67
67
$40K 0.03%
414
+3
68
$40K 0.03%
150
69
$39K 0.03%
275
-100
70
$38K 0.03%
401
-100
71
$37K 0.03%
150
72
$36K 0.03%
135
-15
73
$35K 0.03%
815
+5
74
$35K 0.03%
807
-219
75
$33K 0.02%
467
+4
1 2
3
4 5