FA

Financial Avengers Portfolio holdings

AUM $244M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$658K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$1.07M
3
+$173K
4
SBUX icon
Starbucks
SBUX
+$94.5K
5
ADBE icon
Adobe
ADBE
+$81.8K

Top Sells

1
+$147M
2
+$14.5M
3
+$10.2M
4
NVDA icon
NVIDIA
NVDA
+$2.91M
5
AAPL icon
Apple
AAPL
+$645K

Sector Composition

1 Technology 36.4%
2 Financials 20.02%
3 Consumer Discretionary 19.15%
4 Communication Services 13.74%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.8K 0.03%
130
52
$57.5K 0.03%
903
+6
53
$54.4K 0.03%
220
54
$52.4K 0.03%
584
+4
55
$47.5K 0.03%
288
+4
56
$46.8K 0.02%
343
+3
57
$45.9K 0.02%
184
58
$43.7K 0.02%
1,487
59
$42.1K 0.02%
+366
60
$41.9K 0.02%
468
+4
61
$40.2K 0.02%
324
+1
62
$39.9K 0.02%
637
+134
63
$39.4K 0.02%
582
+4
64
$37.9K 0.02%
+800
65
$37.7K 0.02%
160
+1
66
$37K 0.02%
2,856
67
$36.5K 0.02%
526
+6
68
$35.7K 0.02%
301
69
$34.8K 0.02%
235
+2
70
$34.3K 0.02%
+200
71
$33.8K 0.02%
+415
72
$32.3K 0.02%
523
+3
73
$30.4K 0.02%
177
+130
74
$30K 0.02%
773
+5
75
$29.6K 0.02%
203
1 2
3
4 5