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
$166M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$73.1K
2
+$69.5K
3
+$66.1K
4
F icon
Ford
F
+$59.9K
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$58.5K

Top Sells

1
+$1.47M
2
+$908K
3
+$364K
4
AAPL icon
Apple
AAPL
+$188K
5
VZ icon
Verizon
VZ
+$125K

Sector Composition

1 Technology 32.54%
2 Financials 25.39%
3 Consumer Discretionary 19.61%
4 Communication Services 12.53%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$61K 0.04%
150
52
$53.6K 0.03%
220
+64
53
$49.9K 0.03%
847
+14
54
$49.3K 0.03%
286
55
$49.1K 0.03%
120
56
$48.1K 0.03%
338
+108
57
$48K 0.03%
283
+2
58
$43.9K 0.03%
130
59
$42.4K 0.03%
183
-23
60
$41.8K 0.03%
460
+4
61
$41.4K 0.02%
1,487
+77
62
$40.8K 0.02%
2,856
63
$40.7K 0.02%
666
+3
64
$40.2K 0.02%
574
+6
65
$35.9K 0.02%
223
66
$34.9K 0.02%
320
+2
67
$34.2K 0.02%
307
+3
68
$33K 0.02%
232
+2
69
$32.9K 0.02%
301
70
$32.8K 0.02%
759
+11
71
$31.5K 0.02%
515
+6
72
$30.3K 0.02%
576
73
$28.9K 0.02%
150
-51
74
$28.7K 0.02%
154
+1
75
$28.2K 0.02%
700
1 2
3
4 5