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
$131M
AUM Growth
+$8.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$549K
2
+$157K
3
+$138K
4
INTC icon
Intel
INTC
+$97K
5
DIS icon
Walt Disney
DIS
+$87.9K

Top Sells

1
+$1.55M
2
+$1.01M
3
+$101K
4
SIVB
SVB Financial Group
SIVB
+$80.5K
5
AAPL icon
Apple
AAPL
+$38.4K

Sector Composition

1 Technology 29.47%
2 Financials 27.02%
3 Consumer Discretionary 20.06%
4 Communication Services 12.23%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52.5K 0.04%
288
+2
52
$51.8K 0.04%
400
53
$50.9K 0.04%
821
54
$46.1K 0.04%
206
55
$44.9K 0.03%
130
56
$44.5K 0.03%
295
57
$42.8K 0.03%
448
+4
58
$41.3K 0.03%
+815
59
$40.9K 0.03%
100
-50
60
$38.5K 0.03%
151
61
$37.4K 0.03%
226
+2
62
$37.2K 0.03%
658
+2
63
$36.8K 0.03%
349
64
$36.1K 0.03%
1,410
65
$35.9K 0.03%
227
+2
66
$33.4K 0.03%
314
+2
67
$33.2K 0.03%
130
68
$32.5K 0.02%
156
69
$31.7K 0.02%
518
+5
70
$30.4K 0.02%
301
71
$29.9K 0.02%
499
+5
72
$29.4K 0.02%
555
+7
73
$28.7K 0.02%
700
74
$28K 0.02%
570
+3
75
$28K 0.02%
120
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3
4 5