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
$163M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$451K
3
+$316K
4
ADBE icon
Adobe
ADBE
+$245K
5
SHOP icon
Shopify
SHOP
+$136K

Top Sells

1
+$4.04M
2
+$341K
3
+$300K
4
AAPL icon
Apple
AAPL
+$209K
5
SCHW icon
Charles Schwab
SCHW
+$198K

Sector Composition

1 Financials 26.35%
2 Consumer Discretionary 25.37%
3 Technology 24.98%
4 Communication Services 13.51%
5 Healthcare 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75K 0.05%
859
+1
52
$74K 0.05%
390
+2
53
$71K 0.04%
+1,199
54
$71K 0.04%
135
55
$70K 0.04%
500
56
$66K 0.04%
804
+2
57
$60K 0.04%
205
58
$60K 0.04%
+1,872
59
$54K 0.03%
150
60
$53K 0.03%
394
+129
61
$52K 0.03%
935
+7
62
$51K 0.03%
219
+1
63
$51K 0.03%
295
-102
64
$51K 0.03%
761
65
$49K 0.03%
280
+2
66
$47K 0.03%
1,000
67
$47K 0.03%
798
+12
68
$46K 0.03%
414
69
$43K 0.03%
478
+4
70
$43K 0.03%
422
+3
71
$43K 0.03%
401
72
$42K 0.03%
831
+4
73
$37K 0.02%
429
+4
74
$37K 0.02%
+725
75
$35K 0.02%
602
-782
1 2
3
4 5