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
$151M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$264K
3
+$242K
4
VZ icon
Verizon
VZ
+$242K
5
ADBE icon
Adobe
ADBE
+$231K

Top Sells

1
+$135K
2
+$42.6K
3
+$32.8K
4
DBX icon
Dropbox
DBX
+$32.6K
5
C icon
Citigroup
C
+$27.3K

Sector Composition

1 Technology 31.55%
2 Financials 25.38%
3 Consumer Discretionary 20.97%
4 Communication Services 11.72%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.4K 0.04%
286
52
$52.8K 0.03%
150
-50
53
$51.7K 0.03%
279
-9
54
$49.8K 0.03%
827
+6
55
$49.3K 0.03%
120
56
$44.5K 0.03%
130
57
$43.9K 0.03%
206
58
$40.8K 0.03%
452
+4
59
$40K 0.03%
302
-98
60
$40K 0.03%
660
+2
61
$37.9K 0.03%
152
+1
62
$37.7K 0.02%
1,410
63
$37.3K 0.02%
352
+3
64
$36.5K 0.02%
316
+2
65
$36.4K 0.02%
229
+2
66
$34.9K 0.02%
201
-94
67
$33.3K 0.02%
504
+5
68
$32.8K 0.02%
223
69
$31.9K 0.02%
156
70
$31.9K 0.02%
562
+7
71
$31.2K 0.02%
301
72
$30.6K 0.02%
524
+6
73
$30.1K 0.02%
573
+3
74
$30K 0.02%
228
+2
75
$29K 0.02%
448
+5
1 2
3
4 5