FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$398K
3
+$397K
4
PYPL icon
PayPal
PYPL
+$394K
5
ADBE icon
Adobe
ADBE
+$381K

Top Sells

1
+$529K
2
+$339K
3
+$181K
4
EPD icon
Enterprise Products Partners
EPD
+$105K
5
LLY icon
Eli Lilly
LLY
+$69.6K

Sector Composition

1 Financials 27.68%
2 Technology 24.31%
3 Consumer Discretionary 21.47%
4 Communication Services 14.17%
5 Healthcare 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50K 0.04%
866
+4
52
$47K 0.04%
283
+2
53
$46K 0.04%
205
54
$42K 0.03%
437
+4
55
$41K 0.03%
705
+3
56
$40K 0.03%
350
-150
57
$40K 0.03%
1,005
-194
58
$38K 0.03%
590
59
$35K 0.03%
349
60
$35K 0.03%
485
+4
61
$35K 0.03%
429
+4
62
$35K 0.03%
135
63
$33K 0.03%
503
+4
64
$32K 0.03%
706
+6
65
$32K 0.03%
1,400
-472
66
$32K 0.03%
149
67
$31K 0.03%
221
+1
68
$30K 0.02%
700
-150
69
$30K 0.02%
332
+2
70
$29K 0.02%
301
-100
71
$27K 0.02%
677
-103
72
$27K 0.02%
+223
73
$26K 0.02%
564
-851
74
$26K 0.02%
534
+5
75
$26K 0.02%
130
1 2
3
4 5