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
$150M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$690K
2
+$634K
3
+$347K
4
DIS icon
Walt Disney
DIS
+$336K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314K

Top Sells

1
+$168K
2
+$30.2K
3
+$25.7K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.2K
5
AEP icon
American Electric Power
AEP
+$12.5K

Sector Composition

1 Technology 30.9%
2 Financials 25.24%
3 Consumer Discretionary 20.4%
4 Communication Services 12.83%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$60K 0.04%
378
+3
52
$52.2K 0.03%
150
53
$51K 0.03%
135
+5
54
$48.8K 0.03%
8,000
-1,762
55
$47.6K 0.03%
281
+2
56
$46.6K 0.03%
833
+6
57
$46.2K 0.03%
286
58
$45.5K 0.03%
206
59
$44.2K 0.03%
+2,856
60
$41.5K 0.03%
120
61
$39K 0.03%
456
+4
62
$38K 0.03%
130
63
$36.9K 0.02%
1,410
64
$34.8K 0.02%
663
+3
65
$33.7K 0.02%
568
+6
66
$33K 0.02%
201
67
$32.8K 0.02%
318
+2
68
$32.4K 0.02%
252
-50
69
$32.3K 0.02%
156
70
$31.4K 0.02%
304
-48
71
$31.3K 0.02%
223
72
$30.7K 0.02%
576
+3
73
$30.6K 0.02%
153
+1
74
$30.5K 0.02%
301
75
$30.2K 0.02%
230
+1
1 2
3
4 5