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
$122M
AUM Growth
-$1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$330K
3
+$319K
4
SBUX icon
Starbucks
SBUX
+$284K
5
INTC icon
Intel
INTC
+$257K

Top Sells

1
+$138K
2
+$124K
3
+$109K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103K
5
SCHW icon
Charles Schwab
SCHW
+$75.6K

Sector Composition

1 Financials 28.98%
2 Consumer Discretionary 23.5%
3 Technology 23.41%
4 Communication Services 13.04%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$46K 0.04%
285
+2
52
$45K 0.04%
809
+6
53
$43K 0.04%
1,124
+119
54
$38K 0.03%
440
+3
55
$35K 0.03%
295
56
$33K 0.03%
489
+4
57
$33K 0.03%
150
+1
58
$33K 0.03%
223
+2
59
$33K 0.03%
349
60
$31K 0.03%
653
-52
61
$31K 0.03%
1,400
62
$30K 0.02%
508
+5
63
$30K 0.02%
225
64
$30K 0.02%
350
65
$29K 0.02%
432
+3
66
$29K 0.02%
713
+7
67
$28K 0.02%
120
68
$28K 0.02%
700
69
$27K 0.02%
301
70
$27K 0.02%
310
-22
71
$25K 0.02%
567
+3
72
$24K 0.02%
570
+6
73
$24K 0.02%
541
+7
74
$24K 0.02%
130
75
$24K 0.02%
120
-15
1 2
3
4 5