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
$150M
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$250K
3
+$246K
4
NVDA icon
NVIDIA
NVDA
+$191K
5
MSFT icon
Microsoft
MSFT
+$178K

Top Sells

1
+$118K
2
+$80K
3
+$63.9K
4
ABT icon
Abbott
ABT
+$58.5K
5
IDV icon
iShares International Select Dividend ETF
IDV
+$30.4K

Sector Composition

1 Financials 26.63%
2 Consumer Discretionary 23.91%
3 Technology 22.32%
4 Communication Services 17.37%
5 Healthcare 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$66K 0.04%
858
+2
52
$64K 0.04%
135
53
$64K 0.04%
500
54
$59K 0.04%
397
55
$59K 0.04%
761
56
$56K 0.04%
802
-109
57
$55K 0.04%
928
+7
58
$55K 0.04%
205
59
$50K 0.03%
150
60
$50K 0.03%
218
+1
61
$48K 0.03%
1,000
62
$46K 0.03%
827
+4
63
$43K 0.03%
414
64
$42K 0.03%
278
+1
65
$41K 0.03%
786
+6
66
$41K 0.03%
5,500
67
$40K 0.03%
1,000
68
$39K 0.03%
401
69
$38K 0.03%
474
+3
70
$37K 0.02%
419
+2
71
$35K 0.02%
265
+51
72
$34K 0.02%
150
73
$31K 0.02%
300
74
$31K 0.02%
425
+4
75
$30K 0.02%
490
+4
1 2
3
4 5