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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$580K
2
+$473K
3
+$459K
4
VZ icon
Verizon
VZ
+$451K
5
AMD icon
Advanced Micro Devices
AMD
+$440K

Top Sells

1
+$1.18M
2
+$499K
3
+$478K
4
XLNX
Xilinx Inc
XLNX
+$325K
5
F icon
Ford
F
+$121K

Sector Composition

1 Financials 28.51%
2 Technology 24.54%
3 Consumer Discretionary 24.12%
4 Communication Services 13.4%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.04%
3,743
-2,252
52
$66K 0.04%
362
-28
53
$65K 0.04%
862
+3
54
$65K 0.04%
500
-100
55
$61K 0.04%
761
56
$60K 0.04%
135
57
$55K 0.03%
1,872
58
$53K 0.03%
205
59
$53K 0.03%
702
-102
60
$52K 0.03%
399
+5
61
$51K 0.03%
5,500
62
$49K 0.03%
798
63
$47K 0.03%
281
+1
64
$47K 0.03%
220
+1
65
$47K 0.03%
295
66
$43K 0.03%
481
+3
67
$43K 0.03%
401
68
$41K 0.03%
433
+4
69
$39K 0.02%
130
-20
70
$39K 0.02%
349
-65
71
$38K 0.02%
850
-150
72
$37K 0.02%
780
-51
73
$37K 0.02%
700
-235
74
$35K 0.02%
425
+3
75
$35K 0.02%
726
+1
1 2
3
4 5