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
$148M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$348K
3
+$262K
4
SBUX icon
Starbucks
SBUX
+$252K
5
PYPL icon
PayPal
PYPL
+$249K

Top Sells

1
+$334K
2
+$192K
3
+$73.1K
4
UNH icon
UnitedHealth
UNH
+$33.3K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$32.4K

Sector Composition

1 Financials 26.65%
2 Consumer Discretionary 24.66%
3 Technology 21.67%
4 Communication Services 17.19%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73K 0.05%
761
+3
52
$66K 0.04%
911
+2
53
$64K 0.04%
856
+2
54
$63K 0.04%
500
-100
55
$60K 0.04%
1,000
-100
56
$59K 0.04%
397
57
$58K 0.04%
5,500
58
$53K 0.04%
217
59
$52K 0.04%
921
+7
60
$49K 0.03%
205
61
$49K 0.03%
135
62
$48K 0.03%
1,000
-500
63
$47K 0.03%
823
-190
64
$46K 0.03%
150
65
$43K 0.03%
414
66
$42K 0.03%
703
67
$42K 0.03%
780
-126
68
$41K 0.03%
277
+2
69
$41K 0.03%
150
70
$40K 0.03%
401
71
$39K 0.03%
417
+3
72
$36K 0.02%
471
+4
73
$34K 0.02%
820
+5
74
$34K 0.02%
812
+5
75
$31K 0.02%
1,119
+3
1 2
3
4 5