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
$122M
AUM Growth
-$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$280K
3
+$31.3K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$19.1K
5
SBUX icon
Starbucks
SBUX
+$19K

Top Sells

1
+$1.01M
2
+$359K
3
+$183K
4
AAPL icon
Apple
AAPL
+$178K
5
SCHW icon
Charles Schwab
SCHW
+$137K

Sector Composition

1 Financials 33.08%
2 Technology 23.51%
3 Consumer Discretionary 18.22%
4 Communication Services 12.5%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52.2K 0.04%
821
+12
52
$51.7K 0.04%
286
+1
53
$49.8K 0.04%
414
-283
54
$48.5K 0.04%
206
+1
55
$42.8K 0.04%
286
+61
56
$42.3K 0.03%
444
+4
57
$38.3K 0.03%
1,300
+100
58
$37.8K 0.03%
349
59
$36.7K 0.03%
590
60
$34.9K 0.03%
151
+1
61
$34.6K 0.03%
312
+2
62
$34.5K 0.03%
130
63
$34.1K 0.03%
656
+3
64
$33.4K 0.03%
224
+1
65
$32.3K 0.03%
1,410
+10
66
$32.3K 0.03%
513
+5
67
$31.6K 0.03%
225
+104
68
$31.4K 0.03%
721
+8
69
$30.9K 0.03%
301
70
$29.2K 0.02%
+156
71
$29.1K 0.02%
494
+5
72
$28K 0.02%
700
73
$27.3K 0.02%
548
+7
74
$26.8K 0.02%
567
75
$26.7K 0.02%
438
+6
1 2
3
4 5