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
$203M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.9M
3
+$371K
4
PFE icon
Pfizer
PFE
+$277K
5
VZ icon
Verizon
VZ
+$221K

Top Sells

1
+$14.9M
2
+$744K
3
+$437K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K
5
LLY icon
Eli Lilly
LLY
+$167K

Sector Composition

1 Technology 34.28%
2 Financials 24.56%
3 Consumer Discretionary 17.57%
4 Communication Services 12.32%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$81.4K 0.04%
472
+2
52
$80K 0.04%
7,000
-1,000
53
$76.8K 0.04%
+308
54
$72.7K 0.04%
905
+5
55
$69.9K 0.03%
589
+5
56
$69.8K 0.03%
150
57
$65.4K 0.03%
910
+7
58
$63.9K 0.03%
130
59
$57.7K 0.03%
1,278
+505
60
$56.3K 0.03%
346
+3
61
$55.6K 0.03%
218
+18
62
$55.1K 0.03%
200
-20
63
$51.2K 0.03%
184
64
$49.4K 0.02%
290
+2
65
$49.1K 0.02%
472
+4
66
$47.2K 0.02%
1,487
67
$47.1K 0.02%
583
+1
68
$42.9K 0.02%
366
69
$39.5K 0.02%
531
+5
70
$38.4K 0.02%
591
+3
71
$37.8K 0.02%
415
72
$37.3K 0.02%
503
-134
73
$37.1K 0.02%
326
+2
74
$36.9K 0.02%
237
+2
75
$36.8K 0.02%
1,004
+504
1 2
3
4 5