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
$189M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$420K
3
+$357K
4
KVUE icon
Kenvue
KVUE
+$349K
5
SBUX icon
Starbucks
SBUX
+$344K

Top Sells

1
+$566K
2
+$335K
3
+$91.6K
4
AMD icon
Advanced Micro Devices
AMD
+$63.1K
5
CSCO icon
Cisco
CSCO
+$42.3K

Sector Composition

1 Technology 32.55%
2 Financials 25.61%
3 Consumer Discretionary 18.9%
4 Communication Services 13.14%
5 Healthcare 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63.1K 0.03%
150
52
$57.1K 0.03%
220
53
$54.4K 0.03%
897
+50
54
$51.6K 0.03%
340
+2
55
$51.3K 0.03%
130
56
$49.2K 0.03%
284
+1
57
$49.2K 0.03%
286
58
$46.1K 0.02%
580
+6
59
$45.5K 0.02%
184
+1
60
$44.9K 0.02%
1,487
61
$42.7K 0.02%
120
62
$42.2K 0.02%
323
+3
63
$41.9K 0.02%
464
+4
64
$41.5K 0.02%
233
+1
65
$39K 0.02%
2,856
66
$35.8K 0.02%
301
67
$34.7K 0.02%
578
+2
68
$33.2K 0.02%
159
69
$32K 0.02%
520
+5
70
$31.9K 0.02%
503
-163
71
$31.5K 0.02%
151
+1
72
$30.7K 0.02%
155
+1
73
$29.7K 0.02%
203
+1
74
$29.1K 0.02%
585
+4
75
$28.1K 0.01%
639
-120
1 2
3
4 5